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Presidio Property Trust

29 hedge funds and large institutions have $2.13M invested in Presidio Property Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IAIM
1
International Assets Investment Management
Florida
$1.15M 172,217 +10,107 +6%
AWS
2
Atria Wealth Solutions
New York
$233K 257,787 -56,924 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$173K 191,897 +600 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$93.7K 103,770
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$72.4K 80,256 -18,061 -18%
RWMG
6
Redwood Wealth Management Group
New Jersey
$52.7K 58,360 -592 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$46K 51,052 +5,100 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$40.5K 44,842 +5,619 +14%
IA
9
IFP Advisors
Florida
$32.7K 36,209
GSC
10
Ground Swell Capital
South Carolina
$26K 28,813 +3,488 +14%
State Street
11
State Street
Massachusetts
$24K 26,569
WP
12
WealthPLAN Partners
Nebraska
$20.4K 22,647 -3,005 -12%
Morgan Stanley
13
Morgan Stanley
New York
$18.4K 20,392 +12,430 +156%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$18K 19,977 +6,858 +52%
Northern Trust
15
Northern Trust
Illinois
$14.2K 15,685
Jane Street
16
Jane Street
New York
$14K 15,476 +15,476 New
TSS
17
Two Sigma Securities
New York
$13.8K 15,246 +15,246 New
Two Sigma Advisers
18
Two Sigma Advisers
New York
$13.6K 15,100 -300 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$13K 14,549 +354 +2%
Creative Planning
20
Creative Planning
Kansas
$11.1K 12,287
PFS
21
Prospera Financial Services
Texas
$9.95K 11,025
TRCT
22
Tower Research Capital (TRC)
New York
$9.42K 10,428 -121 -1%
Wells Fargo
23
Wells Fargo
California
$7.5K 8,302 +9 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6K 6,497 +282 +5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5K 5,124 +5,124 New