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Presidio Property Trust
SQFT

Overview Fund Activity

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, 7 reducing their positions, and 3 closing their positions.

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
7
Closed
3
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$10K

Top Buyers

1
LMAF
1
Lepercq Multi-Asset Fund
Bermuda
$107K
2
LDNAM
2
Lepercq De Neuflize Asset Management
New York
$107K
3
KAS
3
Kestra Advisory Services
Texas
$67.8K
4
AWM
4
AE Wealth Management
Kansas
$13.6K
5
SAG
5
SageView Advisory Group
California
$12.5K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$0
2
AWS
2
Atria Wealth Solutions
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.56K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
WIM
5
WealthPlan Investment Management
Nebraska
$11.9K
Name Market Value Shares Shares
Change 		Shares
Change %
LMAF
1
Lepercq Multi-Asset Fund
Bermuda
$107K 134,125 +134,125 New
LDNAM
2
Lepercq De Neuflize Asset Management
New York
$107K 134,125 +134,125 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$90.3K 112,814 – –
KAS
4
Kestra Advisory Services
Texas
$67.8K 84,731 +64,298 +315%
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8K 65,952 -2,400 -4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$48.4K 60,513 +5,673 +10%
IA
7
IFP Advisors
Florida
$29.4K 36,775 +2,058 +6%
Northern Trust
8
Northern Trust
Illinois
$28.6K 35,718 – –
TSS
9
Two Sigma Securities
New York
$20.6K 25,732 +11,634 +83%
Morgan Stanley
10
Morgan Stanley
New York
$16.3K 20,392 -1 -0%
AWM
11
AE Wealth Management
Kansas
$13.6K 17,000 +17,000 New
SAG
12
SageView Advisory Group
California
$12.5K 15,667 +15,667 New
Wells Fargo
13
Wells Fargo
California
$12.1K 15,155 – –
WIM
14
WealthPlan Investment Management
Nebraska
$11.9K 14,914 -5,248 -26%
XT
15
XTX Topco
Cayman Islands
$11.8K 14,699 +14,699 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$11K 13,500 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$10.6K 13,258 – –
Creative Planning
18
Creative Planning
Kansas
$9.83K 12,287 – –
State Street
19
State Street
Massachusetts
$9.69K 12,118 – –
LPL Financial
20
LPL Financial
California
$9.69K 12,108 -614 -5%
UBS Group
21
UBS Group
Switzerland
$8.5K 10,622 +10,622 New
Citadel Advisors
22
Citadel Advisors
Florida
$7.56K 9,445 -19,742 -68%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K 8,211 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$4K 5,290 – –
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$3.13K 4,074 – –
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