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Presidio Property Trust

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3031 (+1)

0.07% less ownership

Funds ownership: 0.95%0.88% (-0.07%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

40% less capital invested

Capital invested by funds: $1.97M → $1.18M (-$789K)

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
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$265K -$4.66K -570 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$195K +$450 +55 +0.3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$116K +$2.32K +284 +3%
IAIM
4
International Assets Investment Management
Florida
$112K -$52.2K -6,385 -37%
Renaissance Technologies
5
Renaissance Technologies
New York
$62K +$4.74K +580 +11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$43.5K -$22.5K -2,751 -39%
Morgan Stanley
7
Morgan Stanley
New York
$42K +$16.7K +2,040 +100%
RWMG
8
Redwood Wealth Management Group
New Jersey
$41.8K -$13.4K -1,636 -29%
Northern Trust
9
Northern Trust
Illinois
$36.9K +$16.5K +2,013 +128%
IA
10
IFP Advisors
Florida
$29.5K -$4.36K -534 -16%
State Street
11
State Street
Massachusetts
$26.5K
Wells Fargo
12
Wells Fargo
California
$26.5K +$8 +1 +0%
Osaic Holdings
13
Osaic Holdings
Arizona
$26K -$13.8K -1,683 -39%
WP
14
WealthPLAN Partners
Nebraska
$23K
TSS
15
Two Sigma Securities
New York
$19.3K +$15.3K +1,872 New
Jane Street
16
Jane Street
New York
$15.6K +$12.4K +1,513 New
SAG
17
SageView Advisory Group
California
$15.1K +$10.7K +1,312 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14K -$670 -82 -6%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$13.7K -$572 -70 -5%
Creative Planning
20
Creative Planning
Kansas
$12.7K
PFS
21
Prospera Financial Services
Texas
$11.4K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$11K +$3.33K +408 +63%
UBS Group
23
UBS Group
Switzerland
$6.96K -$82 -10 -1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$5K +$139 +17 +3%
TRCT
25
Tower Research Capital (TRC)
New York
$3.98K -$4.62K -565 -59%

SQFT Hedge Fund Activity: Q4 2023 in Review

31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2023, worth a combined $1.18M — down 40% from $1.97M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SQFT positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.7K. The largest seller was International Assets Investment Management, cutting an estimated $52.2K.

  • 31 institutional investors held Presidio Property Trust (SQFT) as of Q4 2023, up from 30 in Q3 2023.
  • Funds reported $1.18M of Presidio Property Trust stock for Q4 2023, down 40% quarter-over-quarter.
  • 5 funds opened new Presidio Property Trust positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Presidio Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $16.7K added.
  • The largest Presidio Property Trust seller in Q4 2023 was International Assets Investment Management, an estimated $52.2K sold.

Based on aggregated 13F filings for Q4 2023.