Presidio Property Trust
SQFT
22 hedge funds and large institutions have $1.37M invested in Presidio Property Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
69% more funds holding
Funds holding: 13 → 22 (+9)
0.05% more ownership
Funds ownership: 0.35% → 0.4% (+0.05%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0% less capital invested
Capital invested by funds: $1.37M → $1.37M (-$1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$114K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$109K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$78.1K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$53.1K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$39.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
-$172K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$79K |
| 3 |
AW
Avion Wealth
The Woodlands,
Texas
|
-$64K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$43.8K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$10.9K |
SQFT Hedge Fund Activity: Q1 2021 in Review
22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q1 2021, worth a combined $1.37M — down 0.07% from $1.37M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SQFT positions and 4 closed out — a net gain of 9 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $114K. The largest seller was Smart Money Group, cutting an estimated $172K.
- 22 institutional investors held Presidio Property Trust (SQFT) as of Q1 2021, up from 13 in Q4 2020.
- Funds reported $1.37M of Presidio Property Trust stock for Q1 2021, down 0.07% quarter-over-quarter.
- 13 funds opened new Presidio Property Trust positions in Q1 2021 and 4 closed out, a net change of +9 holders.
- The largest Presidio Property Trust buyer in Q1 2021 was Sigma Planning Corp, an estimated $114K added.
- The largest Presidio Property Trust seller in Q1 2021 was Smart Money Group, an estimated $172K sold.
Based on aggregated 13F filings for Q1 2021.