Presidio Property Trust, Inc. (SQFTW) shareholders
SQFTWNasdaqReal Estate Investment TrustsFiscal year ends December 31Also trades as SQFT, SQFTP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026Score 8/3081% below fair value
$0.02+0.01 (+56.00%)
Close on Oct 30, 2026Market cap $1.18MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
2M
Shares held, 13F filers
Institutional holders
31
7 new, 6 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 |
|---|---|---|---|---|
| Steven Boyd Joint filing with Armistice Capital, LLC (9.99%) | 1,570,923 | 9.99% | 13G (passive) | Mar 31, 2025 |
| Heilbron Jack Kendrick | 337,379 | 14.17% | 13D (active) amendment | Oct 2, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SQFTW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ketron Financial | 613,834 | – | $8.90K | +71,099 | 0.00% |
| Clear Street Group Inc. | 311,566 | – | $4.52K | – | 0.00% |
| Armistice Capital, LLC | 200,000 | – | $2.90K | – | 0.00% |
| Vanguard Capital Management LLC | 110,319 | – | $1.77K | – | 0.00% |
| Kestra Advisory Services, LLC | 70,495 | – | $1.02K | +2,875 | 0.00% |
| Css LLC/Il | 55,158 | – | $8.00K | – | 0.00% |
| Osaic Holdings, Inc. | 37,543 | – | $454 | +9,219 | 0.00% |
| Envestnet Asset Management Inc | 33,135 | – | $480 | +6,757 | 0.00% |
| T3 Companies, LLC | 30,197 | – | $438 | – | 0.00% |
| Wells Fargo & Company/Mn | 29,854 | – | $433 | – | 0.00% |
| IFP Advisors, Inc | 23,221 | – | $337 | −3,885 | 0.00% |
| Gts Securities LLC | 22,040 | – | $353 | +100 | 0.00% |
| State Street Corp | 18,399 | – | $294 | – | 0.00% |
| Janney Montgomery Scott LLC | 13,500 | – | $0 | – | 0.00% |
| Aire Advisors, LLC | 13,065 | – | $189 | – | 0.00% |
| Victrix Investment Advisors | 12,603 | – | $183 | New | 0.00% |
| LPL Financial LLC | 11,892 | – | $172 | – | 0.00% |
| Geode Capital Management, LLC | 11,438 | – | $183 | – | 0.00% |
| Virtu Financial LLC | 11,375 | – | $0 | New | 0.00% |
| SRS Capital Advisors, Inc. | 11,342 | – | $165 | 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 | 31 | 2M | 7 / 7 | 1 / 6 | 0M | 0M |
| Q1 2026 | 32 | 2M | 4 / 5 | 3 / 6 | 0M | 0M |
| Q4 2025 | 35 | 2M | 6 / 3 | 5 / 4 | 1M | 0M |
| Q3 2025 | 34 | 1M | 8 / 6 | 7 / 3 | 0M | 0M |
| Q2 2025 | 29 | 1M | 2 / 26 | 0 / 3 | 1M | 0M |
| Q1 2025 | 30 | 0M | 3 / 5 | 4 / 1 | 0M | 0M |
| Q4 2024 | 28 | 0M | 3 / 2 | 4 / 3 | 0M | 0M |
| Q3 2024 | 28 | 0M | 5 / 2 | 3 / 5 | 0M | 0M |
| Q2 2024 | 29 | 0M | 3 / 3 | 5 / 1 | 0M | 0M |
| Q1 2024 | 27 | 0M | 3 / 3 | 3 / 7 | 0M | 0M |
| Q4 2023 | 31 | 0M | 4 / 3 | 7 / 2 | 0M | 0M |
| Q3 2023 | 29 | 0M | 3 / 4 | 5 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
3 funds held SQFTW in Q2 2026, 91% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of SQFTW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 110,319 | – | $1.77K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 6,016 | – | $103 | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 5,422 | – | $93 | 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.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
0.0%
From 0M shares
Short volume, 20 days
12.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Presidio Property Trust's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Durfey 1992 Trust Director | Apr 10, 2026 | 1,000 | $3.89K | Apr 10, 2026 | Restricted stock vesting under a registered plan |