SQFT icon

Presidio Property Trust

34 hedge funds and large institutions have $2.44M invested in Presidio Property Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
11
Closed
6
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IAIM
1
International Assets Investment Management
Florida
$1.07M 16,211 +16,211 New
AWS
2
Atria Wealth Solutions
New York
$325K 31,471 -12,098 -28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$197K 19,130
IA
4
IFP Advisors
Florida
$172K 3,621 -5,079 -58%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$108K 10,377
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$102K 9,832 -2,156 -18%
RWMG
7
Redwood Wealth Management Group
New Jersey
$60.8K 5,895 +118 +2%
Citadel Advisors
8
Citadel Advisors
Florida
$47.6K 4,580 +4,580 New
Renaissance Technologies
9
Renaissance Technologies
New York
$47K 4,595 +300 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$40.5K 3,922 -216 -5%
BlackRock
11
BlackRock
New York
$27.9K 2,704 +86 +3%
State Street
12
State Street
Massachusetts
$27.6K 2,657
WP
13
WealthPLAN Partners
Nebraska
$26.5K 2,565
GSC
14
Ground Swell Capital
South Carolina
$26.3K 2,533 -1,053 -29%
KAS
15
Kestra Advisory Services
Texas
$17.9K 1,735 -2,298 -57%
Northern Trust
16
Northern Trust
Illinois
$16.2K 1,569
Two Sigma Advisers
17
Two Sigma Advisers
New York
$15.9K 1,540
VF
18
Virtu Financial
New York
$14K 1,299 +1,299 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$13.5K 1,312 -544 -29%
Creative Planning
20
Creative Planning
Kansas
$12.7K 1,229
AAS
21
Avantax Advisory Services
Texas
$11.5K 1,114 -264 -19%
PFS
22
Prospera Financial Services
Texas
$11.4K 1,103
TRCT
23
Tower Research Capital (TRC)
New York
$11K 1,055 -27 -2%
Wells Fargo
24
Wells Fargo
California
$8.55K 829
Morgan Stanley
25
Morgan Stanley
New York
$8.21K 796