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Presidio Property Trust
SQFT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-8
Holders Change %
-24.24%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
9
Closed
9
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$7K

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$14.5K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$39.4K
3
IA
3
IFP Advisors
Florida
$24.9K
4
Bank of America
4
Bank of America
North Carolina
$1.69K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$49.1K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$57.1K
2
IAIM
2
International Assets Investment Management
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$14.7K
4
RWMG
4
Redwood Wealth Management Group
New Jersey
$0
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
26
International Assets Investment Management
Florida
– -$76K -10,900 Closed
RWMG
27
Redwood Wealth Management Group
New Jersey
– -$26.7K -3,835 Closed
WP
28
WealthPLAN Partners
Nebraska
– -$15.6K -2,237 Closed
PFS
29
Prospera Financial Services
Texas
– -$7.69K -1,103 Closed
MHS
30
M Holdings Securities
Oregon
– -$7K -1,075 Closed
UBS Group
31
UBS Group
Switzerland
– -$4.71K -676 Closed
GWM
32
Geneos Wealth Management
Colorado
– -$1.84K -263 Closed
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
– -$1.38K -197 Closed
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
– -$18 -3 Closed
1
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