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Presidio Property Trust

30 hedge funds and large institutions have $719K invested in Presidio Property Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $575K → $719K (+$144K)

20% more funds holding

Funds holding: 2530 (+5)

0.07% more ownership

Funds ownership: 0.55%0.62% (+0.07%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
4
Reduced
6
Closed
3
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
LDNAM
1
Lepercq De Neuflize Asset Management
New York
$107K +$93.1K +13,413 New
LMAF
2
Lepercq Multi-Asset Fund
Bermuda
$107K +$93.1K +13,413 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$90.3K
KAS
4
Kestra Advisory Services
Texas
$67.8K +$44.6K +6,430 +315%
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8K -$1.67K -240 -4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$48.4K +$3.94K +567 +10%
IA
7
IFP Advisors
Florida
$29.4K +$1.43K +206 +6%
Northern Trust
8
Northern Trust
Illinois
$28.6K
TSS
9
Two Sigma Securities
New York
$20.6K +$8.07K +1,163 +82%
Morgan Stanley
10
Morgan Stanley
New York
$16.3K
AWM
11
AE Wealth Management
Kansas
$13.6K +$11.8K +1,700 New
SAG
12
SageView Advisory Group
California
$12.5K +$10.9K +1,567 New
Wells Fargo
13
Wells Fargo
California
$12.1K
WIM
14
WealthPlan Investment Management
Nebraska
$11.9K -$3.64K -525 -26%
XT
15
XTX Topco
Cayman Islands
$11.8K +$10.2K +1,470 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$11K
Osaic Holdings
17
Osaic Holdings
Arizona
$10.6K
Creative Planning
18
Creative Planning
Kansas
$9.83K
State Street
19
State Street
Massachusetts
$9.69K
LPL Financial
20
LPL Financial
California
$9.69K -$423 -61 -5%
UBS Group
21
UBS Group
Switzerland
$8.5K +$7.37K +1,062 New
Citadel Advisors
22
Citadel Advisors
Florida
$7.56K -$13.7K -1,974 -68%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$4K
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$3.13K

SQFT Hedge Fund Activity: Q4 2024 in Review

30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2024, worth a combined $719K — up 25% from $575K a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SQFT positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $44.6K. The largest seller was Vanguard Group, exiting entirely with an estimated $137K sold.

  • 30 institutional investors held Presidio Property Trust (SQFT) as of Q4 2024, up from 25 in Q3 2024.
  • Funds reported $719K of Presidio Property Trust stock for Q4 2024, up 25% quarter-over-quarter.
  • 8 funds opened new Presidio Property Trust positions in Q4 2024 and 3 closed out, a net change of +5 holders.
  • The largest Presidio Property Trust buyer in Q4 2024 was Kestra Advisory Services, an estimated $44.6K added.
  • The largest Presidio Property Trust seller in Q4 2024 was Vanguard Group, an estimated $137K sold.

Based on aggregated 13F filings for Q4 2024.