Presidio Property Trust
SQFT
29 hedge funds and large institutions have $2.13M invested in Presidio Property Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 8 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0.09% less ownership
Funds ownership: 1.05% → 0.96% (-0.09%)
13% less capital invested
Capital invested by funds: $2.44M → $2.13M (-$317K)
15% less funds holding
Funds holding: 34 → 29 (-5)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$14.2K |
| 2 |
TSS
Two Sigma Securities
New York
|
+$14K |
| 3 |
Morgan Stanley
New York
|
+$11.4K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$9.26K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$52.1K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$47.6K |
| 3 |
BlackRock
New York
|
-$27.9K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$17.9K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $4.3K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $2.36K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.78K | +$1.8K | +197 | New |
|
|
PA
29
PSI Advisors
Tampa,
Florida
| $285 | – | – | – |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$47.6K | -4,580 | Closed |
|
|
31
BlackRock
New York
| – | -$27.9K | -2,704 | Closed |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$17.9K | -1,735 | Closed |
|
|
VF
33
Virtu Financial
New York
| – | -$14K | -1,299 | Closed |
|
|
AAS
34
Avantax Advisory Services
Dallas,
Texas
| – | -$11.5K | -1,114 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$4.21K | -408 | Closed |
|
|
SS
36
Sunbelt Securities
Houston,
Texas
| – | -$3.54K | -347 | Closed |
|
|
BA
37
Bellwether Advisors
Lincoln,
Nebraska
| – | -$2.01K | -195 | Closed |
|
SQFT Hedge Fund Activity: Q2 2023 in Review
29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q2 2023, worth a combined $2.13M — down 13% from $2.44M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SQFT and 4 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 10 added.
The largest buyer was Jane Street, opening a new position worth an estimated $14.2K. The largest seller was Atria Wealth Solutions, cutting an estimated $52.1K.
- 29 institutional investors held Presidio Property Trust (SQFT) as of Q2 2023, down from 34 in Q1 2023.
- Funds reported $2.13M of Presidio Property Trust stock for Q2 2023, down 13% quarter-over-quarter.
- 4 funds opened new Presidio Property Trust positions in Q2 2023 and 8 closed out, a net change of -4 holders.
- The largest Presidio Property Trust buyer in Q2 2023 was Jane Street, an estimated $14.2K added.
- The largest Presidio Property Trust seller in Q2 2023 was Atria Wealth Solutions, an estimated $52.1K sold.
Based on aggregated 13F filings for Q2 2023.