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Presidio Property Trust
SQFT

Overview Fund Activity

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
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
–

Top Buyers

1
SAW
Signal Advisors Wealth
Michigan
$9.78K
2
Osaic Holdings
Osaic Holdings
Arizona
$15.2K
3
Raymond James Financial
Raymond James Financial
Florida
$6.4K
4
Citadel Advisors
Citadel Advisors
Florida
$8.53K
5
CI
CX Institutional
Indiana
$3K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$11.7K
2
Northern Trust
Northern Trust
Illinois
$0
3
TSS
Two Sigma Securities
New York
$0
4
AWM
AE Wealth Management
Kansas
$0
5
XT
XTX Topco
Cayman Islands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LDNAM
1
Lepercq De Neuflize Asset Management
New York
$77.1K – – –
Geode Capital Management
2
Geode Capital Management
Massachusetts
$55.3K -$9.55K -1,660 -15%
Renaissance Technologies
3
Renaissance Technologies
New York
$38K +$58 +10 +0.2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$30.8K -$3.94K -686 -11%
IA
5
IFP Advisors
Florida
$17.2K -$3.98K -692 -19%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.2K +$7.56K +1,312 +99%
KAS
7
Kestra Advisory Services
Texas
$11.7K -$37K -6,430 -76%
Morgan Stanley
8
Morgan Stanley
New York
$11.7K – – –
SAW
9
Signal Advisors Wealth
Michigan
$9.78K +$9.78K +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 +$3.09K +538 +57%
LPL Financial
14
LPL Financial
California
$8.47K +$1.51K +262 +22%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8K – – –
Creative Planning
16
Creative Planning
Kansas
$7.74K +$678 +118 +10%
State Street
17
State Street
Massachusetts
$6.97K – – –
Raymond James Financial
18
Raymond James Financial
Florida
$6.4K +$6.4K +1,113 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
CI
20
CX Institutional
Indiana
$3K +$3K +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 -$2.22K -432 -53%
LFG
23
Larson Financial Group
Missouri
$1.97K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$1.32K +$6 +1 +0.4%
UBS Group
25
UBS Group
Switzerland
$1.13K -$4.97K -866 -82%
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