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Presidio Property Trust
SQFT

15 hedge funds and large institutions have $69.3K invested in Presidio Property Trust in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$4.69K
2
+$3.91K
3
+$823
4
EWA
EverSource Wealth Advisors
Alabama
+$24

Top Sellers

1
-$130K
2
-$10.4K
3
-$6.91K
4
TRCT
Tower Research Capital (TRC)
New York
-$2.69K
5
CI
CX Institutional
Indiana
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1
Ketron Financial
California
$35.7K
IA
2
IFP Advisors
Florida
$9.01K
Wells Fargo
3
Wells Fargo
California
$5.04K
Osaic Holdings
4
Osaic Holdings
Arizona
$4.19K
SAG
5
SageView Advisory Group
California
$3.25K
AC
6
AlphaCore Capital
California
$2.8K
Morgan Stanley
7
Morgan Stanley
New York
$2.22K
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2K
UBS Group
9
UBS Group
Switzerland
$1.5K
TRCT
10
Tower Research Capital (TRC)
New York
$1.25K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1K
Citigroup
12
Citigroup
New York
$569
Bank of America
13
Bank of America
North Carolina
$486
SIS
14
Sound Income Strategies
Florida
$239
EWA
15
EverSource Wealth Advisors
Alabama
$17
DS
16
DRW Securities
Illinois
–
CI
17
CX Institutional
Indiana
–
LFG
18
Larson Financial Group
Missouri
–