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Presidio Property Trust
SQFT

36 hedge funds and large institutions have $2.75M invested in Presidio Property Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

52% more capital invested

Capital invested by funds: $1.81M → $2.75M (+$939K)

24% more funds holding

Funds holding: 29 → 36 (+7)

0.21% more ownership

Funds ownership: 0.49% → 0.7% (+0.21%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$266K
2
Millennium Management
Millennium Management
New York
+$248K
3
CCP
Cassia Capital Partners
North Carolina
+$155K
4
Two Sigma Investments
Two Sigma Investments
New York
+$86.7K
5
State Street
State Street
Massachusetts
+$84.6K

Top Sellers

Rank Fund Capital Flow
1
MWM
Midwest Wealth Management
Indiana
-$54.4K
2
WP
WealthPLAN Partners
Nebraska
-$32.7K
3
Bank of America
Bank of America
North Carolina
-$17.8K
4
BlackRock
BlackRock
New York
-$15K
5
CI
CX Institutional
Indiana
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$294K +$266K +6,690 +605%
WP
2
WealthPLAN Partners
Nebraska
$253K -$32.7K -824 -11%
Millennium Management
3
Millennium Management
New York
$235K +$248K +6,246 New
Osaic Holdings
4
Osaic Holdings
Arizona
$204K +$81.2K +2,044 +61%
MWM
5
Midwest Wealth Management
Indiana
$147K -$54.4K -1,368 -26%
CCP
6
Cassia Capital Partners
North Carolina
$147K +$155K +3,903 New
KAS
7
Kestra Advisory Services
Texas
$145K -$3.34K -84 -2%
AAS
8
Avantax Advisory Services
Texas
$117K +$7.51K +189 +7%
BlackRock
9
BlackRock
New York
$105K -$15K -378 -12%
SPC
10
Sigma Planning Corp
Michigan
$103K +$9.62K +242 +10%
IA
11
IFP Advisors
Florida
$101K -$1.99K -50 -2%
CFIA
12
Cantor Fitzgerald Investment Advisors
New York
$84K -$10.1K -255 -10%
Two Sigma Investments
13
Two Sigma Investments
New York
$82K +$86.7K +2,183 New
State Street
14
State Street
Massachusetts
$80K +$84.6K +2,130 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$70K – – –
CAN
16
Cetera Advisor Networks
California
$55K +$57.5K +1,447 New
Two Sigma Advisers
17
Two Sigma Advisers
New York
$54K +$56.4K +1,420 New
PFS
18
Prospera Financial Services
Texas
$53K – – –
Citadel Advisors
19
Citadel Advisors
Florida
$51K +$54.1K +1,362 New
SMG
20
Smart Money Group
Texas
$50K +$52.2K +1,313 New
Creative Planning
21
Creative Planning
Kansas
$46K – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$46K +$5.29K +133 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$38K +$39.9K +1,005 New
ADL
24
Asset Dedication LLC
California
$34K – – –
Morgan Stanley
25
Morgan Stanley
New York
$30K +$26.5K +667 +565%
1
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SQFT Hedge Fund Activity: Q3 2021 in Review

36 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q3 2021, worth a combined $2.75M — up 52% from $1.81M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SQFT positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $266K. The largest seller was Midwest Wealth Management, cutting an estimated $54.4K.

  • 36 institutional investors held Presidio Property Trust (SQFT) as of Q3 2021, up from 29 in Q2 2021.
  • Funds reported $2.75M of Presidio Property Trust stock for Q3 2021, up 52% quarter-over-quarter.
  • 10 funds opened new Presidio Property Trust positions in Q3 2021 and 3 closed out, a net change of +7 holders.
  • The largest Presidio Property Trust buyer in Q3 2021 was Renaissance Technologies, an estimated $266K added.
  • The largest Presidio Property Trust seller in Q3 2021 was Midwest Wealth Management, an estimated $54.4K sold.

Based on aggregated 13F filings for Q3 2021.