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Presidio Property Trust

31 hedge funds and large institutions have $3.85M invested in Presidio Property Trust in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0.07% less ownership

Funds ownership: 1.08%1.01% (-0.07%)

17% less capital invested

Capital invested by funds: $4.65M → $3.85M (-$795K)

24% less funds holding

Funds holding: 4131 (-10)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
31
Holders Change
-10
Holders Change %
-24.39%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$1.25M +$168K +4,981 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$582K +$243K +7,216 +65%
IA
3
IFP Advisors
Florida
$401K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$329K +$280K +8,327 +413%
Osaic Holdings
5
Osaic Holdings
Arizona
$157K +$3.23K +96 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$152K -$90.8K -2,700 -36%
KAS
7
Kestra Advisory Services
Texas
$128K -$6.29K -187 -4%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$94K -$45.7K -1,360 -31%
State Street
9
State Street
Massachusetts
$85K +$11K +327 +14%
BlackRock
10
BlackRock
New York
$84K -$16K -475 -15%
AAS
11
Avantax Advisory Services
Texas
$81K -$5.25K -156 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$76K -$29.8K -887 -27%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$59K
Northern Trust
14
Northern Trust
Illinois
$52K +$5.62K +167 +11%
SPC
15
Sigma Planning Corp
Michigan
$51K -$8.88K -264 -14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$51K +$774 +23 +1%
Creative Planning
17
Creative Planning
Kansas
$39K
VF
18
Virtu Financial
New York
$38K -$34.4K -1,023 -46%
Morgan Stanley
19
Morgan Stanley
New York
$33K +$8.48K +252 +32%
ADL
20
Asset Dedication LLC
California
$29K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23K +$4.17K +124 +21%
APA
22
American Portfolios Advisors
New York
$17K
AC
23
AlphaCore Capital
California
$16K +$16.8K +500 New
MAM
24
Meeder Asset Management
Ohio
$12K
LPWM
25
Lake Point Wealth Management
Texas
$6K

SQFT Hedge Fund Activity: Q2 2022 in Review

31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q2 2022, worth a combined $3.85M — down 17% from $4.65M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SQFT and 1 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Geode Capital Management, adding an estimated $280K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $92K sold.

  • 31 institutional investors held Presidio Property Trust (SQFT) as of Q2 2022, down from 41 in Q1 2022.
  • Funds reported $3.85M of Presidio Property Trust stock for Q2 2022, down 17% quarter-over-quarter.
  • 1 fund opened new Presidio Property Trust positions in Q2 2022 and 8 closed out, a net change of -7 holders.
  • The largest Presidio Property Trust buyer in Q2 2022 was Geode Capital Management, an estimated $280K added.
  • The largest Presidio Property Trust seller in Q2 2022 was Two Sigma Investments, an estimated $92K sold.

Based on aggregated 13F filings for Q2 2022.