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Presidio Property Trust
SQFT

Overview Fund Activity

23 hedge funds and large institutions have $1.37M invested in Presidio Property Trust in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+10
Holders Change %
+76.92%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
3
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPC
1
Sigma Planning Corp
Michigan
$111K
2
Citadel Advisors
2
Citadel Advisors
Florida
$106K
3
AAS
3
Avantax Advisory Services
Texas
$77K
4
PFS
4
Prospera Financial Services
Texas
$52K
5
Creative Planning
5
Creative Planning
Kansas
$39K

Top Sellers

1
SMG
1
Smart Money Group
Texas
$63K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
AW
3
Avion Wealth
Texas
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$94K
5
WP
5
WealthPLAN Partners
Nebraska
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$420K 129,265 -2,916 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$137K 37,184 +3,228 +10%
SPC
3
Sigma Planning Corp
Michigan
$111K 30,231 +30,231 New
Citadel Advisors
4
Citadel Advisors
Florida
$106K 29,057 +29,057 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$94K 25,579 -11,657 -31%
IA
6
IFP Advisors
Florida
$90K 23,990 +3,195 +15%
AAS
7
Avantax Advisory Services
Texas
$77K 20,778 +20,778 New
SMG
8
Smart Money Group
Texas
$63K 17,198 -45,747 -73%
PFS
9
Prospera Financial Services
Texas
$52K 14,123 +14,123 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40K 10,994 +89 +0.8%
Creative Planning
11
Creative Planning
Kansas
$39K 10,556 +10,556 New
HF
12
HRT Financial
New York
$36K 10,100 +10,100 New
TCWM
13
Total Clarity Wealth Management
Illinois
$24K 6,203 +6,203 New
GWM
14
Geneos Wealth Management
Colorado
$22K 6,552 +6,552 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14K 3,885 – –
CI
16
CX Institutional
Indiana
$14K 3,832 +3,832 New
GAM
17
Gemmer Asset Management
California
$12K 3,300 +3,300 New
BC
18
Barnett & Company
Tennessee
$8K 2,269 +2,269 New
SFS
19
Sowell Financial Services
Arkansas
$6K 1,757 +1,757 New
HWA
20
HHM Wealth Advisors
Tennessee
$5K 1,378 +1,378 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2K 760 – –
Wells Fargo
22
Wells Fargo
California
$1K 380 – –
KAS
23
Kestra Advisory Services
Texas
– – -20,198 Closed
AW
24
Avion Wealth
Texas
– – -15,173 Closed
TRCT
25
Tower Research Capital (TRC)
New York
– – -1,208 Closed
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