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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, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.08% more ownership

Funds ownership: 1.01%1.08% (+0.08%)

0% more funds holding

Funds holding: 3131 (0)

48% less capital invested

Capital invested by funds: $3.85M → $2M (-$1.85M)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
7
Closed
5
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$514K +$53.9K +2,008 +5%
IA
2
IFP Advisors
Florida
$443K +$23.6K +880 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$239K +$22.8K +849 +5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$168K +$298K +11,082 +463%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$130K +$1.75K +65 +0.6%
KAS
6
Kestra Advisory Services
Texas
$62K +$26.2K +977 +24%
Renaissance Technologies
7
Renaissance Technologies
New York
$56K -$6.71K -250 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$47K -$31.9K -1,187 -24%
State Street
9
State Street
Massachusetts
$33K
BlackRock
10
BlackRock
New York
$32K -$1.93K -72 -3%
AAS
11
Avantax Advisory Services
Texas
$31K -$2.39K -89 -3%
WIM
12
WealthPlan Investment Management
Nebraska
$28K +$68.9K +2,565 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$27K -$21.5K -800 -27%
GSC
14
Ground Swell Capital
South Carolina
$24K +$52.2K +1,944 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$23K
Northern Trust
16
Northern Trust
Illinois
$20K -$1.45K -54 -3%
SPC
17
Sigma Planning Corp
Michigan
$20K +$54 +2 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$20K +$295 +11 +0.7%
UBS Group
19
UBS Group
Switzerland
$16K +$34.7K +1,294 New
Creative Planning
20
Creative Planning
Kansas
$15K
Morgan Stanley
21
Morgan Stanley
New York
$10K -$6.79K -253 -24%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9K +$349 +13 +2%
TRCT
23
Tower Research Capital (TRC)
New York
$9K +$18K +670 +3,526%
APA
24
American Portfolios Advisors
New York
$6.67K
LFG
25
Larson Financial Group
Missouri
$6K +$12.8K +477 New

SQFT Hedge Fund Activity: Q3 2022 in Review

31 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q3 2022, worth a combined $2M — down 48% from $3.85M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SQFT positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $298K. The largest seller was Virtu Financial, exiting entirely with an estimated $38K sold.

  • 31 institutional investors held Presidio Property Trust (SQFT) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $2M of Presidio Property Trust stock for Q3 2022, down 48% quarter-over-quarter.
  • 6 funds opened new Presidio Property Trust positions in Q3 2022 and 5 closed out, a net change of +1 holder.
  • The largest Presidio Property Trust buyer in Q3 2022 was Susquehanna International Group, an estimated $298K added.
  • The largest Presidio Property Trust seller in Q3 2022 was Virtu Financial, an estimated $38K sold.

Based on aggregated 13F filings for Q3 2022.