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Presidio Property Trust
SQFT

Overview Fund Activity

37 hedge funds and large institutions have $2.75M invested in Presidio Property Trust in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$294K
2
Millennium Management
2
Millennium Management
New York
$235K
3
CCP
3
Cassia Capital Partners
North Carolina
$147K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$82K
5
State Street
5
State Street
Massachusetts
$80K

Top Sellers

1
MWM
1
Midwest Wealth Management
Indiana
$147K
2
WP
2
WealthPLAN Partners
Nebraska
$253K
3
Bank of America
3
Bank of America
North Carolina
$25K
4
BlackRock
4
BlackRock
New York
$105K
5
CI
5
CX Institutional
Indiana
$12K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$294K 77,952 +66,900 +605%
WP
2
WealthPLAN Partners
Nebraska
$253K 69,657 -8,240 -11%
Millennium Management
3
Millennium Management
New York
$235K 62,463 +62,463 New
Osaic Holdings
4
Osaic Holdings
Arizona
$204K 54,063 +20,444 +61%
MWM
5
Midwest Wealth Management
Indiana
$147K 39,031 -13,682 -26%
CCP
6
Cassia Capital Partners
North Carolina
$147K 39,031 +39,031 New
KAS
7
Kestra Advisory Services
Texas
$145K 38,333 -834 -2%
AAS
8
Avantax Advisory Services
Texas
$117K 30,960 +1,887 +6%
BlackRock
9
BlackRock
New York
$105K 27,683 -3,781 -12%
SPC
10
Sigma Planning Corp
Michigan
$103K 27,352 +2,422 +10%
IA
11
IFP Advisors
Florida
$101K 27,122 -496 -2%
CFIA
12
Cantor Fitzgerald Investment Advisors
New York
$84K 22,354 -2,545 -10%
Two Sigma Investments
13
Two Sigma Investments
New York
$82K 21,833 +21,833 New
State Street
14
State Street
Massachusetts
$80K 21,299 +21,299 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$70K 18,557 – –
CAN
16
Cetera Advisor Networks
California
$55K 14,470 +14,470 New
Two Sigma Advisers
17
Two Sigma Advisers
New York
$54K 14,200 +14,200 New
PFS
18
Prospera Financial Services
Texas
$53K 14,123 – –
Citadel Advisors
19
Citadel Advisors
Florida
$51K 13,622 +13,622 New
SMG
20
Smart Money Group
Texas
$50K 13,133 +13,133 New
Creative Planning
21
Creative Planning
Kansas
$46K 12,287 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$46K 12,407 +1,329 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$38K 10,045 +10,045 New
ADL
24
Asset Dedication LLC
California
$34K 9,041 – –
Morgan Stanley
25
Morgan Stanley
New York
$30K 7,851 +6,674 +567%
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