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Presidio Property Trust

28 hedge funds and large institutions have $357K invested in Presidio Property Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% less ownership

Funds ownership: 0.62%0.43% (-0.19%)

7% less funds holding

Funds holding: 3028 (-2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less capital invested

Capital invested by funds: $719K → $357K (-$362K)

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
6
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDNAM
1
Lepercq De Neuflize Asset Management
New York
$77.1K
Geode Capital Management
2
Geode Capital Management
Massachusetts
$55.3K -$10.9K -1,660 -15%
Renaissance Technologies
3
Renaissance Technologies
New York
$38K +$66 +10 +0.2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$30.8K -$4.5K -686 -11%
IA
5
IFP Advisors
Florida
$17.2K -$4.54K -692 -19%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.2K +$8.61K +1,312 +99%
KAS
7
Kestra Advisory Services
Texas
$11.7K -$42.2K -6,430 -76%
Morgan Stanley
8
Morgan Stanley
New York
$11.7K
SAW
9
Signal Advisors Wealth
Michigan
$9.78K +$11.2K +1,700 New
SAG
10
SageView Advisory Group
California
$9.01K
Wells Fargo
11
Wells Fargo
California
$8.71K
WIM
12
WealthPlan Investment Management
Nebraska
$8.58K
Citadel Advisors
13
Citadel Advisors
Florida
$8.53K +$3.53K +538 +57%
LPL Financial
14
LPL Financial
California
$8.47K +$1.72K +262 +22%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8K
Creative Planning
16
Creative Planning
Kansas
$7.74K +$775 +118 +10%
State Street
17
State Street
Massachusetts
$6.97K
Raymond James Financial
18
Raymond James Financial
Florida
$6.4K +$7.31K +1,113 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3K
CI
20
CX Institutional
Indiana
$3K +$3.06K +466 New
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$2.41K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2K -$2.84K -432 -53%
LFG
23
Larson Financial Group
Missouri
$1.97K
TRCT
24
Tower Research Capital (TRC)
New York
$1.32K +$7 +1 +0.4%
UBS Group
25
UBS Group
Switzerland
$1.13K -$5.68K -866 -82%

SQFT Hedge Fund Activity: Q1 2025 in Review

28 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q1 2025, worth a combined $357K — down 50% from $719K a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SQFT and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was Signal Advisors Wealth, opening a new position worth an estimated $11.2K. The largest seller was Kestra Advisory Services, cutting an estimated $42.2K.

  • 28 institutional investors held Presidio Property Trust (SQFT) as of Q1 2025, down from 30 in Q4 2024.
  • Funds reported $357K of Presidio Property Trust stock for Q1 2025, down 50% quarter-over-quarter.
  • 4 funds opened new Presidio Property Trust positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest Presidio Property Trust buyer in Q1 2025 was Signal Advisors Wealth, an estimated $11.2K added.
  • The largest Presidio Property Trust seller in Q1 2025 was Kestra Advisory Services, an estimated $42.2K sold.

Based on aggregated 13F filings for Q1 2025.