Presidio Property Trust
SQFT
30 hedge funds and large institutions have $1.97M invested in Presidio Property Trust in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 29 → 30 (+1)
0.01% less ownership
Funds ownership: 0.96% → 0.95% (-0.01%)
7% less capital invested
Capital invested by funds: $2.13M → $1.97M (-$153K)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.8K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.83K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.82K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$5.27K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$4.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$13.8K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.91K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$3.5K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $2.73K | -$1.14K | -134 | -28% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $2.1K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.57K | – | – | – |
|
|
PA
29
PSI Advisors
Tampa,
Florida
| $251 | – | – | – |
|
30
JP Morgan Chase
New York
| $10 | +$9 | +1 | New |
|
|
31
Jane Street
New York
| – | -$14K | -1,548 | Closed |
|
|
TSS
32
Two Sigma Securities
New York
| – | -$13.8K | -1,525 | Closed |
|
SQFT Hedge Fund Activity: Q3 2023 in Review
30 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q3 2023, worth a combined $1.97M — down 7.2% from $2.13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SQFT positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.8K. The largest seller was Jane Street, exiting entirely with an estimated $14K sold.
- 30 institutional investors held Presidio Property Trust (SQFT) as of Q3 2023, up from 29 in Q2 2023.
- Funds reported $1.97M of Presidio Property Trust stock for Q3 2023, down 7.2% quarter-over-quarter.
- 3 funds opened new Presidio Property Trust positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Presidio Property Trust buyer in Q3 2023 was Wells Fargo, an estimated $14.8K added.
- The largest Presidio Property Trust seller in Q3 2023 was Jane Street, an estimated $14K sold.
Based on aggregated 13F filings for Q3 2023.