SQFTNasdaqReal Estate Investment TrustsFiscal year ends December 31Also trades as SQFTP, SQFTW
Presidio Property Trust, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$0.76−0.03 (-3.23%)
Close on Oct 19, 2026
- Market cap
- $1.01M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
16
9 new, 2 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
4 buys · 3 sales
Net bought $44.21K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Heilbron Jack Kendrick | 337,379 | 14.17% | 13D (active) amendment | Oct 2, 2026 |
| Steven Boyd | 1,570,923 | 9.99% | 13G (passive) | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SQFT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 23,631 | – | $59.43K | New | 0.00% |
| Citadel Advisors LLC | 13,268 | – | $32.51K | New | 0.00% |
| Ketron Financial | 10,511 | – | $26.44K | – | 0.01% |
| Vanguard Capital Management LLC | 6,645 | – | $16.28K | – | 0.00% |
| IFP Advisors, Inc | 2,318 | – | $5.83K | −387 | 0.00% |
| Wells Fargo & Company/Mn | 1,300 | – | $3.27K | −214 | 0.00% |
| SRS Capital Advisors, Inc. | 1,134 | – | $2.85K | New | 0.00% |
| Osaic Holdings, Inc. | 1,009 | – | $2.54K | – | 0.00% |
| Morgan Stanley | 667 | – | $1.68K | – | 0.00% |
| Tower Research Capital LLC (TRC) | 596 | – | $1.50K | New | 0.00% |
| Royal Bank of Canada | 387 | – | $1.00K | New | 0.00% |
| UBS Group AG | 224 | – | $563 | +96 | 0.00% |
| CX Institutional | 212 | – | $1 | New | 0.00% |
| Farther Finance Advisors, LLC | 142 | – | $357 | New | 0.00% |
| Barclays PLC | 18 | – | $45 | New | 0.00% |
| Caitong International Asset Management Co., Ltd | 1 | – | $3 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0M | 9 / 1 | 2 / 2 | 0M | 0M |
| Q1 2026 | 10 | 0M | 1 / 0 | 3 / 6 | 0M | 0M |
| Q4 2025 | 15 | 0M | 4 / 1 | 4 / 2 | 0M | 0M |
| Q3 2025 | 13 | 0M | 3 / 4 | 2 / 2 | 0M | 0M |
| Q2 2025 | 12 | 0M | 12 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SQFT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 7,017 | – | $19.51K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 6,645 | – | $16.28K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 805 | – | $2.24K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 601 | – | $1.67K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Jack Kendrick Heilbron | Chief Executive Officer, Director | 33,224 | Sep 22, 2026 |
| Gary Morris Katz | Chief Investment Officer | 82,106 | Feb 19, 2026 |
| Edwin H. Bentzen IV | Chief Financial Officer | 34,535 | Feb 19, 2026 |
| James Robert Durfey | Director | 11,088 | Jun 17, 2026 |
| Steven Hightower | Director | 11,812 | Feb 19, 2026 |
| Jennifer A. Barnes | Director | 11,558 | Jun 12, 2025 |
| Tracie Jan Hager | Director | 7,458 | Jun 12, 2025 |
| Elena Piliptchak | Director | 235,149 | Jun 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jack Kendrick Heilbron Chief Executive Officer, Director | Sep 21, 2026 | Buy | +300 | $6.21 | $1.86K | 18,163 |
| James Robert Durfey Director | Jun 16, 2026 | Sale | −2,500 | $2.63 | $6.58K | 9,088 |
| James Robert Durfey Director | Apr 10, 2026 | Sale | −1,000 | $3.89 | $3.89K | 11,588 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 10, 2026 | Sale | −5,884 | $3.92 | $23.07K | 114,079 |
| Steven Hightower Director | Jan 6, 2026 | Award | +2,800 | $3.69 | $10.33K | 11,812 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Jan 6, 2026 | Award | +4,000 | $3.69 | $14.76K | 119,963 |
| Edwin H. Bentzen IV Chief Financial Officer | Jan 6, 2026 | Award | +2,800 | $3.69 | $10.33K | 34,535 |
| Gary Morris Katz Chief Investment Officer | Jan 6, 2026 | Award | +2,800 | $3.69 | $10.33K | 82,106 |
| Gary Morris Katz Chief Investment Officer | Dec 30, 2025 | Tax withholding | −10,470 | $3.67 | $38.42K | 79,305 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 30, 2025 | Tax withholding | −6,783 | $3.67 | $24.89K | 94,658 |
| Edwin H. Bentzen IV Chief Financial Officer | Dec 30, 2025 | Tax withholding | −4,572 | $3.67 | $16.78K | 31,735 |
| Steven Hightower Director | Dec 30, 2025 | Tax withholding | −678 | $3.67 | $2.49K | 9,009 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 26, 2025 | Buy | +10,000 | $2.82 | $28.20K | 25,061 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 24, 2025 | Buy | +1,000 | $14.78 | $14.78K | 11,663 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 16, 2025 | Buy | +10,000 | $3.29 | $32.90K | 15,061 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Sep 4, 2025 | Buy | +1,000 | $4.72 | $4.72K | 101,441 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Sep 3, 2025 | Buy | +555 | $4.77 | $2.65K | 100,441 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Aug 22, 2025 | Buy | +1,200 | $4.89 | $5.87K | 99,886 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Aug 21, 2025 | Buy | +100 | $4.91 | $491 | 98,686 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Jun 23, 2025 | Buy | +20 | $4.20 | $84 | 15,640 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Jun 11, 2025 | Buy | +1,000 | $4.39 | $4.39K | 15,620 |
| Edwin H. Bentzen IV Chief Financial Officer | Jun 9, 2025 | Award | +15,000 | $5.21 | $78.15K | 36,307 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Jun 9, 2025 | Award | +20,000 | $5.21 | $104.20K | 98,507 |
| James Robert Durfey Director | Jun 9, 2025 | Award | +3,125 | $5.21 | $16.28K | 12,669 |
| Tracie Jan Hager Director | Jun 9, 2025 | Award | +3,125 | $5.21 | $16.28K | 7,458 |
| Elena Piliptchak Director | Jun 9, 2025 | Award | +4,669 | $5.21 | $24.33K | 7,068 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Jun 9, 2025 | Buy | +285 | $4.71 | $1.34K | 14,620 |
| Elena Piliptchak Director | Jun 9, 2025 | Award | +4,669 | $5.21 | $24.33K | 28,658 |
| Jennifer A. Barnes Director | Jun 9, 2025 | Award | +3,125 | $5.21 | $16.28K | 11,558 |
| Gary Morris Katz Chief Investment Officer | Jun 9, 2025 | Award | +30,000 | $5.21 | $156.30K | 89,775 |
| James Robert Durfey Director | May 20, 2025 | Sale | −1,800 | $6.60 | $11.88K | 9,544 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | May 20, 2025 | Buy | +1,800 | $6.60 | $11.88K | 13,555 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | May 15, 2025 | Buy | +400 | $13.93 | $5.57K | 10,663 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | May 12, 2025 | Buy | +963 | $13.94 | $13.42K | 10,263 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 30, 2025 | Buy | +500 | $13.94 | $6.97K | 9,300 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 24, 2025 | Buy | +500 | $13.84 | $6.92K | 8,800 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 22, 2025 | Buy | +13 | $13.88 | $180 | 8,300 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 21, 2025 | Buy | +1,000 | $14.00 | $14.00K | 8,287 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 11, 2025 | Buy | +500 | $13.88 | $6.94K | 7,287 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 9, 2025 | Buy | +587 | $13.99 | $8.21K | 6,787 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 8, 2025 | Buy | +500 | $14.19 | $7.10K | 6,200 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Apr 8, 2025 | Buy | +500 | $14.19 | $7.10K | 6,800 |
| Gary Morris Katz Chief Investment Officer | Jan 3, 2025 | Tax withholding | −77,265 | $0.69 | $53.31K | 597,746 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Jan 3, 2025 | Tax withholding | −53,929 | $0.69 | $37.21K | 744,455 |
| Edwin H. Bentzen IV Chief Financial Officer | Jan 3, 2025 | Tax withholding | −30,310 | $0.69 | $20.91K | 213,068 |
| Steven Hightower Director | Jan 3, 2025 | Award | +21,104 | $0.69 | $14.56K | 96,869 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 19, 2024 | Buy | +100 | $13.60 | $1.36K | 6,300 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 9, 2024 | Other | −149,253 | $1.34 | $200.00K | 798,384 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 9, 2024 | Buy | +7,990 | $0.56 | $4.47K | 936,637 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Dec 9, 2024 | Buy | +11,000 | $0.56 | $6.16K | 947,637 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Nov 29, 2024 | Buy | +1,000 | $13.99 | $13.99K | 3,600 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Nov 22, 2024 | Buy | +113 | $0.48 | $54 | 925,060 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Nov 22, 2024 | Buy | +3,587 | $0.54 | $1.94K | 928,647 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Nov 21, 2024 | Buy | +10,000 | $0.48 | $4.80K | 924,947 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Nov 21, 2024 | Buy | +168 | $0.47 | $79 | 914,947 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Nov 21, 2024 | Buy | +10,000 | $0.47 | $4.70K | 914,779 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Nov 21, 2024 | Buy | +10,000 | $0.50 | $5.00K | 904,779 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Oct 9, 2024 | Buy | +1,000 | $14.38 | $14.38K | 6,200 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Oct 8, 2024 | Buy | +100 | $14.98 | $1.50K | 5,200 |
| Jack Kendrick Heilbron Chief Executive Officer, Director | Sep 26, 2024 | Buy | +400 | $0.65 | $260 | 894,779 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| 1992 Trust Durfey Director | Apr 10, 2026 | 1,000 | $3.89K | Apr 10, 2026 | Restricted stock vesting under a registered plan |