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Presidio Property Trust

29 hedge funds and large institutions have $1.81M invested in Presidio Property Trust in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$293K 77,897 -51,368 -40%
MWM
2
Midwest Wealth Management
Indiana
$207K 52,713 +52,713 New
KAS
3
Kestra Advisory Services
Texas
$154K 39,167 +39,167 New
Osaic Holdings
4
Osaic Holdings
Arizona
$132K 33,619 -3,565 -10%
BlackRock
5
BlackRock
New York
$124K 31,464 +31,464 New
AAS
6
Avantax Advisory Services
Texas
$114K 29,073 +8,295 +40%
IA
7
IFP Advisors
Florida
$109K 27,618 +3,628 +15%
SPC
8
Sigma Planning Corp
Michigan
$98K 24,930 -5,301 -18%
CFIA
9
Cantor Fitzgerald Investment Advisors
New York
$98K 24,899 +24,899 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$73K 18,557 -7,022 -27%
PFS
11
Prospera Financial Services
Texas
$56K 14,123
Creative Planning
12
Creative Planning
Kansas
$48K 12,287 +1,731 +16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$43K 11,078 +84 +0.8%
Bank of America
14
Bank of America
North Carolina
$43K 10,997 +10,997 New
Renaissance Technologies
15
Renaissance Technologies
New York
$43K 11,052 +11,052 New
ADL
16
Asset Dedication LLC
California
$36K 9,041 +9,041 New
GWM
17
Geneos Wealth Management
Colorado
$27K 6,552
CI
18
CX Institutional
Indiana
$24K 6,047 +2,215 +58%
GAM
19
Gemmer Asset Management
California
$17K 4,300 +1,000 +30%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15K 3,885
MAM
21
Meeder Asset Management
Ohio
$15K 3,902 +3,902 New
BC
22
Barnett & Company
Tennessee
$9K 2,269
UBS Group
23
UBS Group
Switzerland
$9K 2,244 +2,244 New
LPWM
24
Lake Point Wealth Management
Texas
$7K 1,792 +1,792 New
HWA
25
HHM Wealth Advisors
Tennessee
$5K 1,378