Presidio Property Trust
SQFT
33 hedge funds and large institutions have $1.74M invested in Presidio Property Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more funds holding
Funds holding: 31 → 33 (+2)
0.11% more ownership
Funds ownership: 1.08% → 1.19% (+0.11%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
13% less capital invested
Capital invested by funds: $2M → $1.74M (-$257K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$49.4K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$27.7K |
| 3 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
+$18.5K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$12.4K |
| 5 |
Jane Street
New York
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$20K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$12.2K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | -$1.17K | -104 | -14% |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $4.53K | – | – | – |
|
|
BA
28
Bellwether Advisors
Lincoln,
Nebraska
| $1.85K | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $1.14K | +$1.35K | +120 | New |
|
|
MCC
30
Money Concepts Capital
Palm Beach Gardens,
Florida
| $950 | +$1.13K | +100 | New |
|
|
PA
31
PSI Advisors
Tampa,
Florida
| $299 | – | – | – |
|
32
Bank of America
Charlotte,
North Carolina
| $12 | +$11 | +1 | New |
|
|
SPC
33
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$20K | -1,591 | Closed |
|
|
34
UBS Group
Zurich,
Switzerland
| – | -$16K | -1,294 | Closed |
|
|
MAM
35
Meeder Asset Management
Dublin,
Ohio
| – | -$5K | -390 | Closed |
|
|
HWA
36
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$2K | -138 | Closed |
|
|
CL
37
CSS LLC
Chicago,
Illinois
| – | -$1K | -50 | Closed |
|
38
Simplex Trading
Chicago,
Illinois
| – | +$744 | +66 | New |
|
SQFT Hedge Fund Activity: Q4 2022 in Review
33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2022, worth a combined $1.74M — down 13% from $2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SQFT positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $49.4K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $20K sold.
- 33 institutional investors held Presidio Property Trust (SQFT) as of Q4 2022, up from 31 in Q3 2022.
- Funds reported $1.74M of Presidio Property Trust stock for Q4 2022, down 13% quarter-over-quarter.
- 8 funds opened new Presidio Property Trust positions in Q4 2022 and 5 closed out, a net change of +3 holders.
- The largest Presidio Property Trust buyer in Q4 2022 was Commonwealth Equity Services, an estimated $49.4K added.
- The largest Presidio Property Trust seller in Q4 2022 was Sigma Planning Corp, an estimated $20K sold.
Based on aggregated 13F filings for Q4 2022.