Presidio Property Trust
SQFT
25 hedge funds and large institutions have $575K invested in Presidio Property Trust in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 9 closing their positions.
0.23% less ownership
Funds ownership: 0.78% → 0.55% (-0.23%)
24% less funds holding
Funds holding: 33 → 25 (-8)
27% less capital invested
Capital invested by funds: $789K → $575K (-$213K)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
89% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$13.8K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.8K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.09K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$602 |
| 5 |
Renaissance Technologies
New York
|
+$410 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$76K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$72.9K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$28K |
| 4 |
RWMG
Redwood Wealth Management Group
Medford,
New Jersey
|
-$26.7K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$15.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
26
International Assets Investment Management
Orlando,
Florida
| – | -$76K | -10,900 | Closed |
|
|
RWMG
27
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$26.7K | -3,835 | Closed |
|
|
WP
28
WealthPLAN Partners
Omaha,
Nebraska
| – | -$15.6K | -2,237 | Closed |
|
|
PFS
29
Prospera Financial Services
Dallas,
Texas
| – | -$7.68K | -1,103 | Closed |
|
|
MHS
30
M Holdings Securities
Portland,
Oregon
| – | -$7K | -1,075 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$4.71K | -676 | Closed |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.84K | -263 | Closed |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.38K | -197 | Closed |
|
34
JP Morgan Chase
New York
| – | -$18 | -3 | Closed |
|
SQFT Hedge Fund Activity: Q3 2024 in Review
25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q3 2024, worth a combined $575K — down 27% from $789K a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SQFT and 1 opened new positions — a net loss of 8 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $13.8K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $76K sold.
- 25 institutional investors held Presidio Property Trust (SQFT) as of Q3 2024, down from 33 in Q2 2024.
- Funds reported $575K of Presidio Property Trust stock for Q3 2024, down 27% quarter-over-quarter.
- 1 fund opened new Presidio Property Trust positions in Q3 2024 and 9 closed out, a net change of -8 holders.
- The largest Presidio Property Trust buyer in Q3 2024 was WealthPlan Investment Management, an estimated $13.8K added.
- The largest Presidio Property Trust seller in Q3 2024 was International Assets Investment Management, an estimated $76K sold.
Based on aggregated 13F filings for Q3 2024.