We are live on ! Find out more
SQFT icon

Presidio Property Trust

33 hedge funds and large institutions have $1.74M invested in Presidio Property Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more funds holding

Funds holding: 3133 (+2)

0.11% more ownership

Funds ownership: 1.08%1.19% (+0.11%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

13% less capital invested

Capital invested by funds: $2M → $1.74M (-$257K)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$414K -$6.81K -604 -6%
AWS
2
Atria Wealth Solutions
New York
$414K +$27.7K +2,454 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$182K +$372 +33 +0.2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$120K -$16.8K -1,490 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$103K -$372 -33 -0.3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$57K +$49.4K +4,387 +270%
RWMG
7
Redwood Wealth Management Group
New Jersey
$54.9K +$65.1K +5,777 New
Renaissance Technologies
8
Renaissance Technologies
New York
$41K -$2.37K -210 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$39.1K +$4.78K +424 +11%
KAS
10
Kestra Advisory Services
Texas
$38.3K -$10.9K -963 -19%
GSC
11
Ground Swell Capital
South Carolina
$35.9K +$18.5K +1,642 +84%
WP
12
WealthPLAN Partners
Nebraska
$30K +$28.9K +2,565 New
WIM
13
WealthPlan Investment Management
Nebraska
$29.2K
State Street
14
State Street
Massachusetts
$26.6K
BlackRock
15
BlackRock
New York
$24.9K +$654 +58 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$17.6K
Northern Trust
17
Northern Trust
Illinois
$14.9K
Two Sigma Advisers
18
Two Sigma Advisers
New York
$14.6K -$6.99K -620 -29%
AAS
19
Avantax Advisory Services
Texas
$13.1K -$12.2K -1,079 -44%
Creative Planning
20
Creative Planning
Kansas
$11.7K
PFS
21
Prospera Financial Services
Texas
$10.5K +$12.4K +1,103 New
TRCT
22
Tower Research Capital (TRC)
New York
$10K +$4.43K +393 +57%
Jane Street
23
Jane Street
New York
$9.52K +$11.3K +1,003 New
Wells Fargo
24
Wells Fargo
California
$7.88K +$9.25K +821 +10,263%
Morgan Stanley
25
Morgan Stanley
New York
$7.57K

SQFT Hedge Fund Activity: Q4 2022 in Review

33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2022, worth a combined $1.74M — down 13% from $2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SQFT positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $49.4K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $20K sold.

  • 33 institutional investors held Presidio Property Trust (SQFT) as of Q4 2022, up from 31 in Q3 2022.
  • Funds reported $1.74M of Presidio Property Trust stock for Q4 2022, down 13% quarter-over-quarter.
  • 8 funds opened new Presidio Property Trust positions in Q4 2022 and 5 closed out, a net change of +3 holders.
  • The largest Presidio Property Trust buyer in Q4 2022 was Commonwealth Equity Services, an estimated $49.4K added.
  • The largest Presidio Property Trust seller in Q4 2022 was Sigma Planning Corp, an estimated $20K sold.

Based on aggregated 13F filings for Q4 2022.