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Presidio Property Trust

32 hedge funds and large institutions have $3.85M invested in Presidio Property Trust in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
32
Holders Change
-9
Holders Change %
-21.95%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
1
Atria Wealth Solutions
New York
$1.25M 391,067 +49,806 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$582K 182,480 +72,161 +65%
IA
3
IFP Advisors
Florida
$401K 84,240
Geode Capital Management
4
Geode Capital Management
Massachusetts
$329K 103,448 +83,267 +413%
Osaic Holdings
5
Osaic Holdings
Arizona
$157K 49,008 +957 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$152K 47,552 -27,000 -36%
KAS
7
Kestra Advisory Services
Texas
$128K 40,190 -1,867 -4%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$94K 29,600 -13,600 -31%
State Street
9
State Street
Massachusetts
$85K 26,569 +3,270 +14%
BlackRock
10
BlackRock
New York
$84K 26,321 -4,749 -15%
AAS
11
Avantax Advisory Services
Texas
$81K 25,464 -1,555 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$76K 23,958 -8,867 -27%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$59K 18,557
Northern Trust
14
Northern Trust
Illinois
$52K 16,228 +1,672 +11%
SPC
15
Sigma Planning Corp
Michigan
$51K 15,887 -2,644 -14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$51K 16,134 +234 +1%
Creative Planning
17
Creative Planning
Kansas
$39K 12,287
VF
18
Virtu Financial
New York
$38K 11,812 -10,223 -46%
Morgan Stanley
19
Morgan Stanley
New York
$33K 10,486 +2,515 +32%
ADL
20
Asset Dedication LLC
California
$29K 9,041
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23K 7,126 +1,241 +21%
APA
22
American Portfolios Advisors
New York
$17K 5,339
AC
23
AlphaCore Capital
California
$16K 5,000 +5,000 New
MAM
24
Meeder Asset Management
Ohio
$12K 3,902
LPWM
25
Lake Point Wealth Management
Texas
$6K 1,792