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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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 2930 (+1)

0.01% less ownership

Funds ownership: 0.96%0.95% (-0.01%)

7% less capital invested

Capital invested by funds: $2.13M → $1.97M (-$153K)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

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 Holding Trade Value Shares
Change
Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$1.12M +$536 +63 +0.4%
AWS
2
Atria Wealth Solutions
New York
$209K +$4.52K +532 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$150K -$2.53K -298 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$87.6K +$5.27K +620 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$55.5K -$8.91K -1,048 -13%
RWMG
6
Redwood Wealth Management Group
New Jersey
$45.3K -$1.22K -144 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$43K +$2.89K +340 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$34.2K -$1.61K -190 -4%
IA
9
IFP Advisors
Florida
$27K -$1.93K -227 -6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$21.4K +$5.82K +685 +34%
State Street
11
State Street
Massachusetts
$20.5K -$723 -85 -3%
Wells Fargo
12
Wells Fargo
California
$20.5K +$14.8K +1,741 +210%
GSC
13
Ground Swell Capital
South Carolina
$19.7K -$3.5K -412 -14%
WP
14
WealthPLAN Partners
Nebraska
$17.8K -$238 -28 -1%
Morgan Stanley
15
Morgan Stanley
New York
$16.2K
Northern Trust
16
Northern Trust
Illinois
$12.5K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12K
Two Sigma Advisers
18
Two Sigma Advisers
New York
$11.1K -$935 -110 -7%
Creative Planning
19
Creative Planning
Kansas
$9.78K
PFS
20
Prospera Financial Services
Texas
$8.78K
TRCT
21
Tower Research Capital (TRC)
New York
$7.57K -$782 -92 -9%
UBS Group
22
UBS Group
Switzerland
$5.46K +$5.83K +686 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$4K
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$3.96K +$4.23K +498 New

SQFT Hedge Fund Activity: Q3 2023 in Review

30 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q3 2023, worth a combined $1.97M — down 7.2% from $2.13M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SQFT positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.8K. The largest seller was Jane Street, exiting entirely with an estimated $14K sold.

  • 30 institutional investors held Presidio Property Trust (SQFT) as of Q3 2023, up from 29 in Q2 2023.
  • Funds reported $1.97M of Presidio Property Trust stock for Q3 2023, down 7.2% quarter-over-quarter.
  • 3 funds opened new Presidio Property Trust positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest Presidio Property Trust buyer in Q3 2023 was Wells Fargo, an estimated $14.8K added.
  • The largest Presidio Property Trust seller in Q3 2023 was Jane Street, an estimated $14K sold.

Based on aggregated 13F filings for Q3 2023.