Presidio Property Trust
SQFT
13 hedge funds and large institutions have $1.37M invested in Presidio Property Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
0.35% more ownership
Funds ownership: 0% → 0.35% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$492K |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
+$234K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$139K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$126K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$77.4K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $498K | +$492K | +13,218 | New |
|
|
SMG
2
Smart Money Group
Eastland,
Texas
| $267K | +$234K | +6,295 | New |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $158K | +$139K | +3,724 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $144K | +$126K | +3,396 | New |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $88K | +$77.4K | +2,080 | New |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $79K | +$75.1K | +2,020 | New |
|
|
AW
7
Avion Wealth
The Woodlands,
Texas
| $64K | +$56.4K | +1,517 | New |
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $46K | +$40.6K | +1,091 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | +$14.5K | +389 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $5K | +$4.5K | +121 | New |
|
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | +$2.83K | +76 | New |
|
|
SIS
12
Sound Income Strategies
Ft Lauderdale,
Florida
| $3K | +$2.75K | +74 | New |
|
13
Wells Fargo
San Francisco,
California
| $2K | +$1.41K | +38 | New |
|
SQFT Hedge Fund Activity: Q4 2020 in Review
13 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2020, worth a combined $1.37M.
Buyers outnumbered sellers: 13 funds opened new SQFT positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $492K.
- 13 institutional investors held Presidio Property Trust (SQFT) as of Q4 2020, up from 0 in Q3 2020.
- Funds reported $1.37M of Presidio Property Trust stock for Q4 2020.
- 13 funds opened new Presidio Property Trust positions in Q4 2020 and 0 closed out, a net change of +13 holders.
- The largest Presidio Property Trust buyer in Q4 2020 was WealthPLAN Partners, an estimated $492K added.
Based on aggregated 13F filings for Q4 2020.