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Presidio Property Trust

31 hedge funds and large institutions have $2M invested in Presidio Property Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
6
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Market Value Shares Shares
Change
Shares
Change %
AWS
1
Atria Wealth Solutions
New York
$514K 411,154 +20,087 +5%
IA
2
IFP Advisors
Florida
$443K 93,035 +8,795 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$239K 190,972 +8,492 +5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$168K 134,782 +110,824 +463%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$130K 104,095 +647 +0.6%
KAS
6
Kestra Advisory Services
Texas
$62K 49,961 +9,771 +24%
Renaissance Technologies
7
Renaissance Technologies
New York
$56K 45,052 -2,500 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$47K 37,140 -11,868 -24%
State Street
9
State Street
Massachusetts
$33K 26,569
BlackRock
10
BlackRock
New York
$32K 25,601 -720 -3%
AAS
11
Avantax Advisory Services
Texas
$31K 24,569 -895 -4%
WIM
12
WealthPlan Investment Management
Nebraska
$28K 25,652 +25,652 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$27K 21,600 -8,000 -27%
GSC
14
Ground Swell Capital
South Carolina
$24K 19,437 +19,437 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$23K 18,557
Northern Trust
16
Northern Trust
Illinois
$20K 15,685 -543 -3%
SPC
17
Sigma Planning Corp
Michigan
$20K 15,914 +27 +0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$20K 16,237 +103 +0.6%
UBS Group
19
UBS Group
Switzerland
$16K 12,938 +12,938 New
Creative Planning
20
Creative Planning
Kansas
$15K 12,287
Morgan Stanley
21
Morgan Stanley
New York
$10K 7,962 -2,524 -24%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9K 7,264 +138 +2%
TRCT
23
Tower Research Capital (TRC)
New York
$9K 6,890 +6,701 +3,546%
APA
24
American Portfolios Advisors
New York
$6.67K 5,339
LFG
25
Larson Financial Group
Missouri
$6K 4,769 +4,769 New