Presidio Property Trust
SQFT
31 hedge funds and large institutions have $1.18M invested in Presidio Property Trust in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 30 → 31 (+1)
0.07% less ownership
Funds ownership: 0.95% → 0.88% (-0.07%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
40% less capital invested
Capital invested by funds: $1.97M → $1.18M (-$789K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.7K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$16.5K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$15.3K |
| 4 |
Jane Street
New York
|
+$12.4K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$52.2K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$22.5K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$21.4K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$19.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $3.53K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $2.7K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.03K | – | – | – |
|
29
JP Morgan Chase
New York
| $20 | +$8 | +1 | +100% |
|
30
Bank of America
Charlotte,
North Carolina
| $16 | +$16 | +2 | New |
|
|
31
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$21.4K | -2,683 | Closed |
|
|
GSC
32
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$19.7K | -2,469 | Closed |
|
33
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$3.96K | -498 | Closed |
|
|
PA
34
PSI Advisors
Tampa,
Florida
| – | -$251 | -32 | Closed |
|
35
Simplex Trading
Chicago,
Illinois
| – | +$82 | +10 | New |
|
SQFT Hedge Fund Activity: Q4 2023 in Review
31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2023, worth a combined $1.18M — down 40% from $1.97M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SQFT positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.7K. The largest seller was International Assets Investment Management, cutting an estimated $52.2K.
- 31 institutional investors held Presidio Property Trust (SQFT) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $1.18M of Presidio Property Trust stock for Q4 2023, down 40% quarter-over-quarter.
- 5 funds opened new Presidio Property Trust positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest Presidio Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $16.7K added.
- The largest Presidio Property Trust seller in Q4 2023 was International Assets Investment Management, an estimated $52.2K sold.
Based on aggregated 13F filings for Q4 2023.