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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.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0.09% less ownership

Funds ownership: 1.05%0.96% (-0.09%)

13% less capital invested

Capital invested by funds: $2.44M → $2.13M (-$317K)

15% less funds holding

Funds holding: 3429 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

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 Holding Trade Value Shares
Change
Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$1.15M +$9.26K +1,011 +6%
AWS
2
Atria Wealth Solutions
New York
$233K -$52.1K -5,692 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$173K +$550 +60 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$93.7K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$72.4K -$16.5K -1,806 -18%
RWMG
6
Redwood Wealth Management Group
New Jersey
$52.7K -$540 -59 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$46K +$4.67K +510 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$40.5K +$5.15K +562 +14%
IA
9
IFP Advisors
Florida
$32.7K
GSC
10
Ground Swell Capital
South Carolina
$26K +$3.19K +348 +14%
State Street
11
State Street
Massachusetts
$24K
WP
12
WealthPLAN Partners
Nebraska
$20.4K -$2.75K -300 -12%
Morgan Stanley
13
Morgan Stanley
New York
$18.4K +$11.4K +1,243 +156%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$18K +$6.28K +686 +52%
Northern Trust
15
Northern Trust
Illinois
$14.2K
Jane Street
16
Jane Street
New York
$14K +$14.2K +1,548 New
TSS
17
Two Sigma Securities
New York
$13.8K +$14K +1,525 New
Two Sigma Advisers
18
Two Sigma Advisers
New York
$13.6K -$275 -30 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$13K +$321 +35 +2%
Creative Planning
20
Creative Planning
Kansas
$11.1K
PFS
21
Prospera Financial Services
Texas
$9.95K
TRCT
22
Tower Research Capital (TRC)
New York
$9.42K -$110 -12 -1%
Wells Fargo
23
Wells Fargo
California
$7.5K +$9 +1 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6K +$256 +28 +5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.69K +512 New

SQFT Hedge Fund Activity: Q2 2023 in Review

29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q2 2023, worth a combined $2.13M — down 13% from $2.44M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SQFT and 4 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, opening a new position worth an estimated $14.2K. The largest seller was Atria Wealth Solutions, cutting an estimated $52.1K.

  • 29 institutional investors held Presidio Property Trust (SQFT) as of Q2 2023, down from 34 in Q1 2023.
  • Funds reported $2.13M of Presidio Property Trust stock for Q2 2023, down 13% quarter-over-quarter.
  • 4 funds opened new Presidio Property Trust positions in Q2 2023 and 8 closed out, a net change of -4 holders.
  • The largest Presidio Property Trust buyer in Q2 2023 was Jane Street, an estimated $14.2K added.
  • The largest Presidio Property Trust seller in Q2 2023 was Atria Wealth Solutions, an estimated $52.1K sold.

Based on aggregated 13F filings for Q2 2023.