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Presidio Property Trust
SQFT

Overview Fund Activity

31 hedge funds and large institutions have $1.18M invested in Presidio Property Trust in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42K
2
Northern Trust
2
Northern Trust
Illinois
$36.9K
3
TSS
3
Two Sigma Securities
New York
$19.3K
4
Jane Street
4
Jane Street
New York
$15.6K
5
SAG
5
SageView Advisory Group
California
$15.1K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$112K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$43.5K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
GSC
4
Ground Swell Capital
South Carolina
$0
5
RWMG
5
Redwood Wealth Management Group
New Jersey
$41.8K
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
1
Atria Wealth Solutions
New York
$265K 257,406 -5,700 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$195K 189,465 +543 +0.3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$116K 112,814 +2,847 +3%
IAIM
4
International Assets Investment Management
Florida
$112K 109,000 -63,850 -37%
Renaissance Technologies
5
Renaissance Technologies
New York
$62K 60,252 +5,800 +11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$43.5K 42,271 -27,508 -39%
Morgan Stanley
7
Morgan Stanley
New York
$42K 40,786 +20,394 +100%
RWMG
8
Redwood Wealth Management Group
New Jersey
$41.8K 40,562 -16,354 -29%
Northern Trust
9
Northern Trust
Illinois
$36.9K 35,819 +20,134 +128%
IA
10
IFP Advisors
Florida
$29.5K 28,600 -5,343 -16%
State Street
11
State Street
Massachusetts
$26.5K 25,718 – –
Wells Fargo
12
Wells Fargo
California
$26.5K 25,717 +5 +0%
Osaic Holdings
13
Osaic Holdings
Arizona
$26K 26,107 -16,831 -39%
WP
14
WealthPLAN Partners
Nebraska
$23K 22,367 – –
TSS
15
Two Sigma Securities
New York
$19.3K 18,723 +18,723 New
Jane Street
16
Jane Street
New York
$15.6K 15,129 +15,129 New
SAG
17
SageView Advisory Group
California
$15.1K 13,119 +13,119 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14K 13,728 -821 -6%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$13.7K 13,300 -700 -5%
Creative Planning
20
Creative Planning
Kansas
$12.7K 12,287 – –
PFS
21
Prospera Financial Services
Texas
$11.4K 11,025 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$11K 10,583 +4,086 +63%
UBS Group
23
UBS Group
Switzerland
$6.96K 6,757 -99 -1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$5K 5,290 +166 +3%
TRCT
25
Tower Research Capital (TRC)
New York
$3.98K 3,862 -5,650 -59%
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