Funds holding PRESIDIO PROPERTY TRUST INC
4 funds declare a position · 0 ETFs and 4 other funds · 40.2K $ · US74102L5012
Other lines from the same issuer : PRESIDIO PROPERTY TRUST INC (US74102L1136)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 6,713 | 19.6K $ | as of Feb 28, 2026 · Original filing | |
| 2 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,645 | 15.4K $ | as of Mar 31, 2026 · Original filing | |
| 3 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,179 | 3.4K $ | as of Feb 28, 2026 · Original filing | |
| 4 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 601 | 1.8K $ | as of Feb 28, 2026 · Original filing |
Institutional managers
9 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Ketron Financial | 10,511 | 24.4K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 2,705 | 6.3K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,514 | 3.5K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,009 | 2.3K $ | as of Mar 31, 2026 |
| AlphaCore Capital LLC | 841 | 2K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 667 | 1.5K $ | as of Mar 31, 2026 |
| CWM, LLC | 529 | 1.2K $ | as of Mar 31, 2026 |
| UBS Group AG | 128 | 297 $ | as of Mar 31, 2026 |
| Sound Income Strategies, LLC | 74 | 181 $ | as of Mar 31, 2026 |