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Presidio Property Trust

41 hedge funds and large institutions have $4.65M invested in Presidio Property Trust in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

47% more capital invested

Capital invested by funds: $3.16M → $4.65M (+$1.48M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 3941 (+2)

0.37% more ownership

Funds ownership: 0.71%1.08% (+0.37%)

97% less call options, than puts

Call options by funds: $2K | Put options by funds: $68K

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
9
Closed
6
Calls
$2K
Puts
$68K
Net Calls
-$66K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$1.27M +$1.28M +34,126 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$409K
IA
3
IFP Advisors
Florida
$401K +$214K +5,683 +207%
Renaissance Technologies
4
Renaissance Technologies
New York
$277K -$29K -772 -9%
WP
5
WealthPLAN Partners
Nebraska
$207K +$376 +10 +0.2%
WIM
6
WealthPlan Investment Management
Nebraska
$207K +$226K +6,019 New
Osaic Holdings
7
Osaic Holdings
Arizona
$179K +$18.1K +482 +11%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$160K -$68K -1,810 -30%
KAS
9
Kestra Advisory Services
Texas
$156K +$13.6K +363 +9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$122K +$26.1K +694 +27%
BlackRock
11
BlackRock
New York
$115K +$25K +666 +27%
AAS
12
Avantax Advisory Services
Texas
$100K -$6.5K -173 -6%
Two Sigma Investments
13
Two Sigma Investments
New York
$92K -$107K -2,846 -54%
State Street
14
State Street
Massachusetts
$86K +$7.52K +200 +9%
VF
15
Virtu Financial
New York
$82K +$82.9K +2,204 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$74K +$32.9K +874 +76%
SPC
17
Sigma Planning Corp
Michigan
$69K -$4.62K -123 -6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$69K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$58K -$4.81K -128 -7%
Northern Trust
20
Northern Trust
Illinois
$54K +$376 +10 +0.7%
Wolverine Trading
21
Wolverine Trading
Illinois
$54K +$2.1K +56 +4%
PFS
22
Prospera Financial Services
Texas
$52K
MWM
23
Midwest Wealth Management
Indiana
$50K -$5.23K -139 -9%
Creative Planning
24
Creative Planning
Kansas
$46K
IAIM
25
International Assets Investment Management
Florida
$37K +$37.6K +1,000 New

SQFT Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q1 2022, worth a combined $4.65M — up 47% from $3.16M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SQFT positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was IFP Advisors, adding an estimated $214K. The largest seller was Two Sigma Investments, cutting an estimated $107K.

  • 41 institutional investors held Presidio Property Trust (SQFT) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $4.65M of Presidio Property Trust stock for Q1 2022, up 47% quarter-over-quarter.
  • 8 funds opened new Presidio Property Trust positions in Q1 2022 and 6 closed out, a net change of +2 holders.
  • The largest Presidio Property Trust buyer in Q1 2022 was IFP Advisors, an estimated $214K added.
  • The largest Presidio Property Trust seller in Q1 2022 was Two Sigma Investments, an estimated $107K sold.

Based on aggregated 13F filings for Q1 2022.