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Presidio Property Trust
SQFT

14 hedge funds and large institutions have $200K invested in Presidio Property Trust in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

1.95% less ownership

Funds ownership: 4.54% → 2.59% (-2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
14
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
+$130K
2
+$13.9K
3
+$4.48K
4
TRCT
Tower Research Capital (TRC)
New York
+$3.37K
5
SIS
Sound Income Strategies
Florida
+$411

Top Sellers

1
-$161K
2
-$75.4K
3
-$5.82K
Name Holding Trade Value Shares
Change 		Change in
Stake
DS
1
DRW Securities
Illinois
$130K
IA
2
IFP Advisors
Florida
$14.4K
UBS Group
3
UBS Group
Switzerland
$14K
Morgan Stanley
4
Morgan Stanley
New York
$11.2K
Wells Fargo
5
Wells Fargo
California
$8.07K
TRCT
6
Tower Research Capital (TRC)
New York
$4.99K
AC
7
AlphaCore Capital
California
$4.48K
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3K
Osaic Holdings
9
Osaic Holdings
Arizona
$2.23K
CI
10
CX Institutional
Indiana
$2K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2K
LFG
12
Larson Financial Group
Missouri
$1.82K
Bank of America
13
Bank of America
North Carolina
$794
SIS
14
Sound Income Strategies
Florida
$411
LDNAM
15
Lepercq De Neuflize Asset Management
New York
–
Raymond James Financial
16
Raymond James Financial
Florida
–