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Presidio Property Trust
SQFT

Overview Fund Activity

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.

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

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$42.8K
2
RWMG
2
Redwood Wealth Management Group
New Jersey
$26.7K
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.4K
4
TSS
4
Two Sigma Securities
New York
$10.7K
5
MHS
5
M Holdings Securities
Oregon
$7K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$26.2K
2
AWS
2
Atria Wealth Solutions
New York
$130K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$0
5
UBS Group
5
UBS Group
Switzerland
$4.71K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$135K 193,830 – –
AWS
2
Atria Wealth Solutions
New York
$130K 186,066 -23,964 -11%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$78.7K 112,814 – –
IAIM
4
International Assets Investment Management
Florida
$76K 109,000 – –
Renaissance Technologies
5
Renaissance Technologies
New York
$47.2K 67,752 +2,400 +4%
KAS
6
Kestra Advisory Services
Texas
$42.8K 61,402 +40,969 +201%
RWMG
7
Redwood Wealth Management Group
New Jersey
$26.7K 38,349 +38,349 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$26.2K 37,515 -59,842 -61%
Northern Trust
9
Northern Trust
Illinois
$24.9K 35,718 -101 -0.3%
Citadel Advisors
10
Citadel Advisors
Florida
$23.4K 33,564 +28,586 +574%
IA
11
IFP Advisors
Florida
$23.1K 33,118 -1,520 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$17K 24,378 -679 -3%
WP
13
WealthPLAN Partners
Nebraska
$15.6K 22,367 – –
Morgan Stanley
14
Morgan Stanley
New York
$14.2K 20,393 – –
TSS
15
Two Sigma Securities
New York
$10.7K 15,407 +15,407 New
Wells Fargo
16
Wells Fargo
California
$10.6K 15,155 -81 -0.5%
LPL Financial
17
LPL Financial
California
$10.3K 14,825 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10K 13,728 – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9K 13,500 – –
Creative Planning
20
Creative Planning
Kansas
$8.57K 12,287 – –
State Street
21
State Street
Massachusetts
$8.45K 12,118 – –
PFS
22
Prospera Financial Services
Texas
$7.69K 11,025 – –
MHS
23
M Holdings Securities
Oregon
$7K 10,748 +10,748 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6K 8,253 – –
UBS Group
25
UBS Group
Switzerland
$4.71K 6,757 -1,868 -22%
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