Presidio Property Trust
SQFT
34 hedge funds and large institutions have $2.44M invested in Presidio Property Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 6 closing their positions.
40% more capital invested
Capital invested by funds: $1.74M → $2.44M (+$701K)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 33 → 34 (+1)
0% more call options, than puts
Call options by funds: $2K | Put options by funds: $2K
0.14% less ownership
Funds ownership: 1.19% → 1.05% (-0.14%)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$178K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$50.4K |
| 3 |
VF
Virtu Financial
New York
|
+$14.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.49K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$3.82K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$133K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$55.9K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$50.5K |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$29.2K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $4.92K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| $4.21K | +$4.49K | +408 | New |
|
|
SS
29
Sunbelt Securities
Houston,
Texas
| $3.54K | +$3.82K | +347 | New |
|
|
HGERS
30
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $3K | +$3.04K | +276 | New |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $2.7K | +$2.9K | +263 | New |
|
|
BA
32
Bellwether Advisors
Lincoln,
Nebraska
| $2.01K | – | – | – |
|
|
PA
33
PSI Advisors
Tampa,
Florida
| $325 | – | – | – |
|
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| $14 | -$50.5K | -4,591 | -76% |
|
|
WIM
35
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$29.2K | -2,565 | Closed |
|
36
Jane Street
New York
| – | -$9.52K | -1,003 | Closed |
|
|
NA
37
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.14K | -120 | Closed |
|
|
MCC
38
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$950 | -100 | Closed |
|
39
Bank of America
Charlotte,
North Carolina
| – | -$12 | -1 | Closed |
|
SQFT Hedge Fund Activity: Q1 2023 in Review
34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q1 2023, worth a combined $2.44M — up 40% from $1.74M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SQFT positions and 6 closed out — a net gain of 1 holder — while 3 added to existing stakes and 10 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $178K. The largest seller was Atria Wealth Solutions, cutting an estimated $133K.
- 34 institutional investors held Presidio Property Trust (SQFT) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $2.44M of Presidio Property Trust stock for Q1 2023, up 40% quarter-over-quarter.
- 7 funds opened new Presidio Property Trust positions in Q1 2023 and 6 closed out, a net change of +1 holder.
- The largest Presidio Property Trust buyer in Q1 2023 was International Assets Investment Management, an estimated $178K added.
- The largest Presidio Property Trust seller in Q1 2023 was Atria Wealth Solutions, an estimated $133K sold.
Based on aggregated 13F filings for Q1 2023.