SQFT / Presidio Property Trust, Inc. - Proprietà istituzionale - Acquirenti

Presidio Property Trust, Inc.

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Presidio Property Trust, Inc. includono Lepercq De Neuflize Asset Management LLC, FSMAX - Fidelity Extended Market Index Fund, IFP Advisors, Inc, Morgan Stanley, FCFMX - Fidelity Series Total Market Index Fund, Wells Fargo & Company/mn, Raymond James Financial Inc, FNCMX - Fidelity Nasdaq Composite Index Fund, Cwm, Llc, VEXMX - Vanguard Extended Market Index Fund Investor Shares, Advisor Group Holdings, Inc., Royal Bank Of Canada, Larson Financial Group LLC, Tower Research Capital LLC (TRC), Bank Of America Corp /de/, UBS Group AG, e Proequities, Inc. .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgradeper sbloccare i dati premium.

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-14 13F Wells Fargo & Company/mn 1.514 8
2025-09-04 13F/A Advisor Group Holdings, Inc. 446 2
2025-08-14 13F UBS Group AG 8 0
2025-08-08 13F Larson Financial Group LLC 342 2
2025-07-24 13F IFP Advisors, Inc 2.980 16
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.596 10
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Bank Of America Corp /de/ 144 1
2025-08-14 13F Royal Bank Of Canada 387 2
2025-08-14 13F Raymond James Financial Inc 1.113 6
2025-08-15 13F Morgan Stanley 2.052 11
2025-07-25 13F Cwm, Llc 529 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 601 4
2025-08-15 13F Tower Research Capital LLC (TRC) 304 2
2025-08-11 13F Lepercq De Neuflize Asset Management LLC 14.412 75
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 501 3
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.705 34
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista