Presidio Property Trust
SQFT
31 hedge funds and large institutions have $1.33M invested in Presidio Property Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 6 closing their positions.
13% more capital invested
Capital invested by funds: $1.18M → $1.33M (+$148K)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.04% less ownership
Funds ownership: 0.88% → 0.83% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$61.7K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$22.9K |
| 3 |
LPL Financial
San Diego,
California
|
+$16.6K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$15.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$53.1K |
| 2 |
RWMG
Redwood Wealth Management Group
Medford,
New Jersey
|
-$41.8K |
| 3 |
Morgan Stanley
New York
|
-$22.9K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$19.3K |
| 5 |
Jane Street
New York
|
-$15.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
CIBC Private Wealth Group
Atlanta,
Georgia
| $4.81K | +$4.56K | +407 | New |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $4.18K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.41K | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| $195 | +$157 | +14 | +700% |
|
30
JP Morgan Chase
New York
| $32 | +$11 | +1 | +50% |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $13 | -$4.32K | -385 | -100% |
|
|
RWMG
32
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$41.8K | -4,056 | Closed |
|
|
TSS
33
Two Sigma Securities
New York
| – | -$19.3K | -1,872 | Closed |
|
|
34
Jane Street
New York
| – | -$15.6K | -1,513 | Closed |
|
|
SAG
35
SageView Advisory Group
Newport Beach,
California
| – | -$15.1K | -1,312 | Closed |
|
|
GWM
36
Geneos Wealth Management
Englewood,
Colorado
| – | -$2.7K | -263 | Closed |
|
SQFT Hedge Fund Activity: Q1 2024 in Review
31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q1 2024, worth a combined $1.33M — up 13% from $1.18M a quarter earlier.
Fund positioning in SQFT was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $61.7K. The largest seller was Atria Wealth Solutions, cutting an estimated $53.1K.
- 31 institutional investors held Presidio Property Trust (SQFT) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $1.33M of Presidio Property Trust stock for Q1 2024, up 13% quarter-over-quarter.
- 6 funds opened new Presidio Property Trust positions in Q1 2024 and 6 closed out, a net change of 0 holders.
- The largest Presidio Property Trust buyer in Q1 2024 was Susquehanna International Group, an estimated $61.7K added.
- The largest Presidio Property Trust seller in Q1 2024 was Atria Wealth Solutions, an estimated $53.1K sold.
Based on aggregated 13F filings for Q1 2024.