Presidio Property Trust
SQFT
29 hedge funds and large institutions have $1.81M invested in Presidio Property Trust in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
32% more funds holding
Funds holding: 22 → 29 (+7)
32% more capital invested
Capital invested by funds: $1.37M → $1.81M (+$435K)
0.08% more ownership
Funds ownership: 0.4% → 0.49% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Midwest Wealth Management
Indianapolis,
Indiana
|
+$192K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$143K |
| 3 |
BlackRock
New York
|
+$115K |
| 4 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
+$90.8K |
| 5 |
Renaissance Technologies
New York
|
+$40.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$187K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$106K |
| 3 |
SMG
Smart Money Group
Eastland,
Texas
|
-$63K |
| 4 |
HF
HRT Financial
New York
|
-$36K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$25.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $5K | +$4.3K | +118 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $1K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $1K | +$547 | +15 | New |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$106K | -2,906 | Closed |
|
|
SMG
31
Smart Money Group
Eastland,
Texas
| – | -$63K | -1,720 | Closed |
|
|
HF
32
HRT Financial
New York
| – | -$36K | -1,010 | Closed |
|
|
TCWM
33
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$24K | -620 | Closed |
|
|
SFS
34
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$6K | -176 | Closed |
|
SQFT Hedge Fund Activity: Q2 2021 in Review
29 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q2 2021, worth a combined $1.81M — up 32% from $1.37M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SQFT positions and 5 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Midwest Wealth Management, opening a new position worth an estimated $192K. The largest seller was WealthPLAN Partners, cutting an estimated $187K.
- 29 institutional investors held Presidio Property Trust (SQFT) as of Q2 2021, up from 22 in Q1 2021.
- Funds reported $1.81M of Presidio Property Trust stock for Q2 2021, up 32% quarter-over-quarter.
- 12 funds opened new Presidio Property Trust positions in Q2 2021 and 5 closed out, a net change of +7 holders.
- The largest Presidio Property Trust buyer in Q2 2021 was Midwest Wealth Management, an estimated $192K added.
- The largest Presidio Property Trust seller in Q2 2021 was WealthPLAN Partners, an estimated $187K sold.
Based on aggregated 13F filings for Q2 2021.