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Presidio Property Trust
SQFT

Overview Fund Activity

13 hedge funds and large institutions have $155K invested in Presidio Property Trust in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
13
Holders Change
-15
Holders Change %
-53.57%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
1
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$33.8K

Top Sellers

1
LDNAM
1
Lepercq De Neuflize Asset Management
New York
$75.4K
2
Morgan Stanley
2
Morgan Stanley
New York
$10.7K
3
Wells Fargo
3
Wells Fargo
California
$7.92K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.82K
Name Market Value Shares Shares
Change 		Shares
Change %
LDNAM
1
Lepercq De Neuflize Asset Management
New York
$75.4K 14,412 -119,713 -89%
IA
2
IFP Advisors
Florida
$33.8K 32,843 +2,980 +10%
Morgan Stanley
3
Morgan Stanley
New York
$10.7K 2,052 -18,341 -90%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.6K 13,258 -13,119 -50%
Wells Fargo
5
Wells Fargo
California
$7.92K 1,514 -13,641 -90%
Raymond James Financial
6
Raymond James Financial
Florida
$5.82K 1,113 -10,020 -90%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$3K 529 -4,761 -90%
CI
8
CX Institutional
Indiana
$2K 464 -4,192 -90%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2K 387 -3,498 -90%
LFG
10
Larson Financial Group
Missouri
$1.79K 342 -3,084 -90%
TRCT
11
Tower Research Capital (TRC)
New York
$1.59K 304 -1,995 -87%
Bank of America
12
Bank of America
North Carolina
$753 144 -1,315 -90%
UBS Group
13
UBS Group
Switzerland
$42 8 -1,948 -100%
Geode Capital Management
14
Geode Capital Management
Massachusetts
– – -96,205 Closed
Renaissance Technologies
15
Renaissance Technologies
New York
– – -66,052 Closed
KAS
16
Kestra Advisory Services
Texas
– – -20,433 Closed
SAW
17
Signal Advisors Wealth
Michigan
– – -17,000 Closed
SAG
18
SageView Advisory Group
California
– – -15,667 Closed
WIM
19
WealthPlan Investment Management
Nebraska
– – -14,914 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– – -14,833 Closed
LPL Financial
21
LPL Financial
California
– – -14,733 Closed
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
– – -13,500 Closed
Creative Planning
23
Creative Planning
Kansas
– – -13,468 Closed
State Street
24
State Street
Massachusetts
– – -12,118 Closed
FPF
25
First Pacific Financial
Washington
– – -1,805 Closed
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