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Presidio Property Trust

33 hedge funds and large institutions have $789K invested in Presidio Property Trust in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $7K | Put options by funds: $1K

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 3133 (+2)

0.05% less ownership

Funds ownership: 0.83%0.78% (-0.05%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

41% less capital invested

Capital invested by funds: $1.33M → $789K (-$543K)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
2
Calls
$7K
Puts
$1K
Net Calls
+$6K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$135K
AWS
2
Atria Wealth Solutions
New York
$130K -$21K -2,396 -11%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$78.7K
IAIM
4
International Assets Investment Management
Florida
$76K
Renaissance Technologies
5
Renaissance Technologies
New York
$47.2K +$2.1K +240 +4%
KAS
6
Kestra Advisory Services
Texas
$42.8K +$35.8K +4,097 +201%
RWMG
7
Redwood Wealth Management Group
New Jersey
$26.7K +$33.6K +3,835 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$26.2K -$52.4K -5,984 -61%
Northern Trust
9
Northern Trust
Illinois
$24.9K -$87 -10 -0.3%
Citadel Advisors
10
Citadel Advisors
Florida
$23.4K +$25K +2,858 +574%
IA
11
IFP Advisors
Florida
$23.1K -$1.33K -152 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$17K -$595 -68 -3%
WP
13
WealthPLAN Partners
Nebraska
$15.6K
Morgan Stanley
14
Morgan Stanley
New York
$14.2K
TSS
15
Two Sigma Securities
New York
$10.7K +$13.5K +1,541 New
Wells Fargo
16
Wells Fargo
California
$10.6K -$70 -8 -0.5%
LPL Financial
17
LPL Financial
California
$10.3K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10K
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9K
Creative Planning
20
Creative Planning
Kansas
$8.56K
State Street
21
State Street
Massachusetts
$8.45K
PFS
22
Prospera Financial Services
Texas
$7.68K
MHS
23
M Holdings Securities
Oregon
$7K +$9.4K +1,075 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6K
UBS Group
25
UBS Group
Switzerland
$4.71K -$1.64K -187 -22%

SQFT Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q2 2024, worth a combined $789K — down 41% from $1.33M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SQFT positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $35.8K. The largest seller was Susquehanna International Group, cutting an estimated $52.4K.

  • 33 institutional investors held Presidio Property Trust (SQFT) as of Q2 2024, up from 31 in Q1 2024.
  • Funds reported $789K of Presidio Property Trust stock for Q2 2024, down 41% quarter-over-quarter.
  • 4 funds opened new Presidio Property Trust positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest Presidio Property Trust buyer in Q2 2024 was Kestra Advisory Services, an estimated $35.8K added.
  • The largest Presidio Property Trust seller in Q2 2024 was Susquehanna International Group, an estimated $52.4K sold.

Based on aggregated 13F filings for Q2 2024.