SQFT icon

Presidio Property Trust

30 hedge funds and large institutions have $1.97M invested in Presidio Property Trust in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IAIM
1
International Assets Investment Management
Florida
$1.12M 172,850 +633 +0.4%
AWS
2
Atria Wealth Solutions
New York
$209K 263,106 +5,319 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$150K 188,922 -2,975 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$87.6K 109,967 +6,197 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$55.5K 69,779 -10,477 -13%
RWMG
6
Redwood Wealth Management Group
New Jersey
$45.3K 56,916 -1,444 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$43K 54,452 +3,400 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$34.2K 42,938 -1,904 -4%
IA
9
IFP Advisors
Florida
$27K 33,943 -2,266 -6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$21.4K 26,834 +6,857 +34%
State Street
11
State Street
Massachusetts
$20.5K 25,718 -851 -3%
Wells Fargo
12
Wells Fargo
California
$20.5K 25,712 +17,410 +210%
GSC
13
Ground Swell Capital
South Carolina
$19.7K 24,687 -4,126 -14%
WP
14
WealthPLAN Partners
Nebraska
$17.8K 22,367 -280 -1%
Morgan Stanley
15
Morgan Stanley
New York
$16.2K 20,392
Northern Trust
16
Northern Trust
Illinois
$12.5K 15,685
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12K 14,549
Two Sigma Advisers
18
Two Sigma Advisers
New York
$11.1K 14,000 -1,100 -7%
Creative Planning
19
Creative Planning
Kansas
$9.78K 12,287
PFS
20
Prospera Financial Services
Texas
$8.78K 11,025
TRCT
21
Tower Research Capital (TRC)
New York
$7.57K 9,512 -916 -9%
UBS Group
22
UBS Group
Switzerland
$5.46K 6,856 +6,856 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K 6,497
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$4K 5,124
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$3.96K 4,977 +4,977 New