SQFT icon

Presidio Property Trust
SQFT

Overview Fund Activity

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.

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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$119K
2
KAS
2
Kestra Advisory Services
Texas
$24.9K
3
LPL Financial
3
LPL Financial
California
$18.1K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$16K
5
IA
5
IFP Advisors
Florida
$42.3K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$256K
2
RWMG
2
Redwood Wealth Management Group
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.9K
4
TSS
4
Two Sigma Securities
New York
$0
5
State Street
5
State Street
Massachusetts
$14.8K
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
1
Atria Wealth Solutions
New York
$256K 210,030 -47,376 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$236K 193,830 +4,365 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$138K 112,814 – –
IAIM
4
International Assets Investment Management
Florida
$129K 109,000 – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$119K 97,357 +55,086 +130%
Renaissance Technologies
6
Renaissance Technologies
New York
$80K 65,352 +5,100 +8%
Northern Trust
7
Northern Trust
Illinois
$43.7K 35,819 – –
IA
8
IFP Advisors
Florida
$42.3K 34,638 +6,038 +21%
Osaic Holdings
9
Osaic Holdings
Arizona
$30.6K 25,057 -1,050 -4%
WP
10
WealthPLAN Partners
Nebraska
$27.3K 22,367 – –
KAS
11
Kestra Advisory Services
Texas
$24.9K 20,433 +20,433 New
Morgan Stanley
12
Morgan Stanley
New York
$24.9K 20,393 -20,393 -50%
Wells Fargo
13
Wells Fargo
California
$18.6K 15,236 -10,481 -41%
LPL Financial
14
LPL Financial
California
$18.1K 14,825 +14,825 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17K 13,728 – –
Two Sigma Advisers
16
Two Sigma Advisers
New York
$16.2K 13,300 – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$16K 13,500 +13,500 New
Creative Planning
18
Creative Planning
Kansas
$15K 12,287 – –
State Street
19
State Street
Massachusetts
$14.8K 12,118 -13,600 -53%
PFS
20
Prospera Financial Services
Texas
$13.5K 11,025 – –
UBS Group
21
UBS Group
Switzerland
$10.5K 8,625 +1,868 +28%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10K 8,253 -2,330 -22%
ACA
23
Aptus Capital Advisors
Alabama
$7.06K 5,788 +5,788 New
Citadel Advisors
24
Citadel Advisors
Florida
$6.07K 4,978 +4,978 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$6K 5,290 – –
1
2