Presidio Property Trust
SQFT
30 hedge funds and large institutions have $719K invested in Presidio Property Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $575K → $719K (+$144K)
20% more funds holding
Funds holding: 25 → 30 (+5)
0.07% more ownership
Funds ownership: 0.55% → 0.62% (+0.07%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$44.6K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11.8K |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$10.9K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$10.2K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$8.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$137K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$57.1K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$13.7K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10K |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$3.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $2.74K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1.83K | -$49 | -7 | -3% |
|
28
Bank of America
Charlotte,
North Carolina
| $1.45K | -$382 | -55 | -23% |
|
|
AG
29
AmeriFlex Group
Las Vegas,
Nevada
| $1.09K | +$1.13K | +163 | New |
|
|
T
30
Transce3nd
Kyle,
Texas
| $40 | +$35 | +5 | New |
|
|
31
Vanguard Group
Malvern,
Pennsylvania
| – | -$137K | -19,130 | Closed |
|
|
AWS
32
Atria Wealth Solutions
New York
| – | -$57.1K | -7,955 | Closed |
|
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$10K | -1,373 | Closed |
|
SQFT Hedge Fund Activity: Q4 2024 in Review
30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2024, worth a combined $719K — up 25% from $575K a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SQFT positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $44.6K. The largest seller was Vanguard Group, exiting entirely with an estimated $137K sold.
- 30 institutional investors held Presidio Property Trust (SQFT) as of Q4 2024, up from 25 in Q3 2024.
- Funds reported $719K of Presidio Property Trust stock for Q4 2024, up 25% quarter-over-quarter.
- 8 funds opened new Presidio Property Trust positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest Presidio Property Trust buyer in Q4 2024 was Kestra Advisory Services, an estimated $44.6K added.
- The largest Presidio Property Trust seller in Q4 2024 was Vanguard Group, an estimated $137K sold.
Based on aggregated 13F filings for Q4 2024.