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Presidio Property Trust

31 hedge funds and large institutions have $1.33M invested in Presidio Property Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.18M → $1.33M (+$148K)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.04% less ownership

Funds ownership: 0.88%0.83% (-0.04%)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
7
Closed
6
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
Atria Wealth Solutions
New York
$256K -$53.1K -4,738 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$236K +$4.89K +436 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$138K
IAIM
4
International Assets Investment Management
Florida
$129K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119K +$61.7K +5,509 +130%
Renaissance Technologies
6
Renaissance Technologies
New York
$80K +$5.71K +510 +8%
Northern Trust
7
Northern Trust
Illinois
$43.7K
IA
8
IFP Advisors
Florida
$42.3K +$6.77K +604 +21%
Osaic Holdings
9
Osaic Holdings
Arizona
$30.6K -$1.18K -105 -4%
WP
10
WealthPLAN Partners
Nebraska
$27.3K
KAS
11
Kestra Advisory Services
Texas
$24.9K +$22.9K +2,043 New
Morgan Stanley
12
Morgan Stanley
New York
$24.9K -$22.9K -2,040 -50%
Wells Fargo
13
Wells Fargo
California
$18.6K -$11.7K -1,048 -41%
LPL Financial
14
LPL Financial
California
$18.1K +$16.6K +1,483 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17K
Two Sigma Advisers
16
Two Sigma Advisers
New York
$16.2K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$16K +$15.1K +1,350 New
Creative Planning
18
Creative Planning
Kansas
$15K
State Street
19
State Street
Massachusetts
$14.8K -$15.2K -1,360 -53%
PFS
20
Prospera Financial Services
Texas
$13.4K
UBS Group
21
UBS Group
Switzerland
$10.5K +$2.1K +187 +28%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10K -$2.61K -233 -22%
ACA
23
Aptus Capital Advisors
Alabama
$7.06K +$6.49K +579 New
Citadel Advisors
24
Citadel Advisors
Florida
$6.07K +$5.58K +498 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$6K

SQFT Hedge Fund Activity: Q1 2024 in Review

31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q1 2024, worth a combined $1.33M — up 13% from $1.18M a quarter earlier.

Fund positioning in SQFT was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $61.7K. The largest seller was Atria Wealth Solutions, cutting an estimated $53.1K.

  • 31 institutional investors held Presidio Property Trust (SQFT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.33M of Presidio Property Trust stock for Q1 2024, up 13% quarter-over-quarter.
  • 6 funds opened new Presidio Property Trust positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Presidio Property Trust buyer in Q1 2024 was Susquehanna International Group, an estimated $61.7K added.
  • The largest Presidio Property Trust seller in Q1 2024 was Atria Wealth Solutions, an estimated $53.1K sold.

Based on aggregated 13F filings for Q1 2024.