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Presidio Property Trust
SQFT

Overview Fund Activity

25 hedge funds and large institutions have $575K invested in Presidio Property Trust in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
25
Holders Change
-8
Holders Change %
-24.24%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
9
Closed
9
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$7K

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$14.5K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$39.4K
3
IA
3
IFP Advisors
Florida
$24.9K
4
Bank of America
4
Bank of America
North Carolina
$1.69K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$49.1K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$57.1K
2
IAIM
2
International Assets Investment Management
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$14.7K
4
RWMG
4
Redwood Wealth Management Group
New Jersey
$0
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$137K 191,299 -2,531 -1%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$81K 112,814 – –
AWS
3
Atria Wealth Solutions
New York
$57.1K 79,551 -106,515 -57%
Renaissance Technologies
4
Renaissance Technologies
New York
$49.1K 68,352 +600 +0.9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$39.4K 54,840 +17,325 +46%
Northern Trust
6
Northern Trust
Illinois
$25.6K 35,718 – –
IA
7
IFP Advisors
Florida
$24.9K 34,717 +1,599 +5%
Citadel Advisors
8
Citadel Advisors
Florida
$21K 29,187 -4,377 -13%
KAS
9
Kestra Advisory Services
Texas
$14.7K 20,433 -40,969 -67%
Morgan Stanley
10
Morgan Stanley
New York
$14.6K 20,393 – –
WIM
11
WealthPlan Investment Management
Nebraska
$14.5K 20,162 +20,162 New
Wells Fargo
12
Wells Fargo
California
$10.9K 15,155 – –
TSS
13
Two Sigma Securities
New York
$10.1K 14,098 -1,309 -8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$10K 13,500 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10K 13,728 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$9.53K 13,258 -11,120 -46%
LPL Financial
17
LPL Financial
California
$9.13K 12,722 -2,103 -14%
Creative Planning
18
Creative Planning
Kansas
$8.82K 12,287 – –
State Street
19
State Street
Massachusetts
$8.7K 12,118 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6K 8,211 -42 -0.5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$4K 5,290 – –
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$2.93K 4,074 – –
LFG
23
Larson Financial Group
Missouri
$2.46K 3,426 – –
Bank of America
24
Bank of America
North Carolina
$1.69K 2,358 +882 +60%
TRCT
25
Tower Research Capital (TRC)
New York
$1.69K 2,357 -34 -1%
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