Presidio Property Trust
SQFT
36 hedge funds and large institutions have $2.75M invested in Presidio Property Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
52% more capital invested
Capital invested by funds: $1.81M → $2.75M (+$939K)
24% more funds holding
Funds holding: 29 → 36 (+7)
0.21% more ownership
Funds ownership: 0.49% → 0.7% (+0.21%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$266K |
| 2 |
Millennium Management
New York
|
+$248K |
| 3 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
+$155K |
| 4 |
Two Sigma Investments
New York
|
+$86.7K |
| 5 |
State Street
Boston,
Massachusetts
|
+$84.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Midwest Wealth Management
Indianapolis,
Indiana
|
-$54.4K |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$32.7K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$17.8K |
| 4 |
BlackRock
New York
|
-$15K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of America
Charlotte,
North Carolina
| $25K | -$17.8K | -449 | -41% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $24K | – | – | – |
|
|
MAM
28
Meeder Asset Management
Dublin,
Ohio
| $15K | – | – | – |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
CI
30
CX Institutional
Auburn,
Indiana
| $12K | -$11K | -276 | -46% |
|
|
GAM
31
Gemmer Asset Management
Walnut Creek,
California
| $11K | -$5.56K | -140 | -33% |
|
|
LPWM
32
Lake Point Wealth Management
Rockwall,
Texas
| $7K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $7K | +$7.31K | +184 | +1,227% |
|
|
HWA
34
HHM Wealth Advisors
Chattanooga,
Tennessee
| $5K | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $1K | +$238 | +6 | +16% |
|
|
PA
36
PSI Advisors
Tampa,
Florida
| $1K | +$1.27K | +32 | New |
|
|
BC
37
Barnett & Company
Chattanooga,
Tennessee
| – | -$9K | -227 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$9K | -224 | Closed |
|
39
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2K | -76 | Closed |
|
SQFT Hedge Fund Activity: Q3 2021 in Review
36 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q3 2021, worth a combined $2.75M — up 52% from $1.81M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SQFT positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $266K. The largest seller was Midwest Wealth Management, cutting an estimated $54.4K.
- 36 institutional investors held Presidio Property Trust (SQFT) as of Q3 2021, up from 29 in Q2 2021.
- Funds reported $2.75M of Presidio Property Trust stock for Q3 2021, up 52% quarter-over-quarter.
- 10 funds opened new Presidio Property Trust positions in Q3 2021 and 3 closed out, a net change of +7 holders.
- The largest Presidio Property Trust buyer in Q3 2021 was Renaissance Technologies, an estimated $266K added.
- The largest Presidio Property Trust seller in Q3 2021 was Midwest Wealth Management, an estimated $54.4K sold.
Based on aggregated 13F filings for Q3 2021.