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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, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

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
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
1
IFP Advisors
Florida
$414K 86,997 -6,038 -6%
AWS
2
Atria Wealth Solutions
New York
$414K 435,693 +24,539 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$182K 191,297 +325 +0.2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$120K 119,884 -14,898 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$103K 103,770 -325 -0.3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$57K 60,112 +43,875 +270%
RWMG
7
Redwood Wealth Management Group
New Jersey
$54.9K 57,769 +57,769 New
Renaissance Technologies
8
Renaissance Technologies
New York
$41K 42,952 -2,100 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$39.1K 41,376 +4,236 +11%
KAS
10
Kestra Advisory Services
Texas
$38.3K 40,334 -9,627 -19%
GSC
11
Ground Swell Capital
South Carolina
$35.9K 35,862 +16,425 +85%
WP
12
WealthPLAN Partners
Nebraska
$30K 25,652 +25,652 New
WIM
13
WealthPlan Investment Management
Nebraska
$29.2K 25,652
State Street
14
State Street
Massachusetts
$26.6K 26,569
BlackRock
15
BlackRock
New York
$24.9K 26,177 +576 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$17.6K 18,557
Northern Trust
17
Northern Trust
Illinois
$14.9K 15,685
Two Sigma Advisers
18
Two Sigma Advisers
New York
$14.6K 15,400 -6,200 -29%
AAS
19
Avantax Advisory Services
Texas
$13.1K 13,779 -10,790 -44%
Creative Planning
20
Creative Planning
Kansas
$11.7K 12,287
PFS
21
Prospera Financial Services
Texas
$10.5K 11,025 +11,025 New
TRCT
22
Tower Research Capital (TRC)
New York
$10K 10,821 +3,931 +57%
Jane Street
23
Jane Street
New York
$9.52K 10,025 +10,025 New
Wells Fargo
24
Wells Fargo
California
$7.88K 8,292 +8,216 +10,811%
Morgan Stanley
25
Morgan Stanley
New York
$7.57K 7,963 +1 +0%