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Presidio Property Trust

13 hedge funds and large institutions have $147K invested in Presidio Property Trust in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.11% more ownership

Funds ownership: 0.43%4.54% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

54% less funds holding

Funds holding: 2813 (-15)

59% less capital invested

Capital invested by funds: $357K → $147K (-$210K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 15

Holders
13
Holders Change
-15
Holders Change %
-53.57%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
4
Reduced
7
Closed
15
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
$75.4K +$5.72K +999 +7%
IA
2
IFP Advisors
Florida
$33.8K +$171K +29,857 +1,000%
Morgan Stanley
3
Morgan Stanley
New York
$10.7K +$74 +13 +0.6%
Wells Fargo
4
Wells Fargo
California
$7.92K -$11 -2 -0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$5.82K
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$3K
Osaic Holdings
7
Osaic Holdings
Arizona
$2.33K -$12.5K -2,192 -83%
CI
8
CX Institutional
Indiana
$2K -$11 -2 -0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2K -$11 -2 -0.5%
LFG
10
Larson Financial Group
Missouri
$1.79K -$6 -1 -0.3%
TRCT
11
Tower Research Capital (TRC)
New York
$1.59K +$424 +74 +32%
Bank of America
12
Bank of America
North Carolina
$753 -$11 -2 -1%
UBS Group
13
UBS Group
Switzerland
$42 -$1.08K -188 -96%
Geode Capital Management
14
Geode Capital Management
Massachusetts
-$55.3K -9,621 Closed
Renaissance Technologies
15
Renaissance Technologies
New York
-$38K -6,605 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
-$30.8K -5,365 Closed
KAS
17
Kestra Advisory Services
Texas
-$11.7K -2,043 Closed
SAW
18
Signal Advisors Wealth
Michigan
-$9.78K -1,700 Closed
SAG
19
SageView Advisory Group
California
-$9.01K -1,567 Closed
WIM
20
WealthPlan Investment Management
Nebraska
-$8.58K -1,491 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$8.53K -1,483 Closed
LPL Financial
22
LPL Financial
California
-$8.47K -1,473 Closed
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
-$8K -1,350 Closed
Creative Planning
24
Creative Planning
Kansas
-$7.74K -1,347 Closed
State Street
25
State Street
Massachusetts
-$6.97K -1,212 Closed

SQFT Hedge Fund Activity: Q2 2025 in Review

13 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q2 2025, worth a combined $147K — down 59% from $357K a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SQFT and 0 opened new positions — a net loss of 15 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was IFP Advisors, adding an estimated $171K. The largest seller was Geode Capital Management, exiting entirely with an estimated $55.3K sold.

  • 13 institutional investors held Presidio Property Trust (SQFT) as of Q2 2025, down from 28 in Q1 2025.
  • Funds reported $147K of Presidio Property Trust stock for Q2 2025, down 59% quarter-over-quarter.
  • 0 funds opened new Presidio Property Trust positions in Q2 2025 and 15 closed out, a net change of -15 holders.
  • The largest Presidio Property Trust buyer in Q2 2025 was IFP Advisors, an estimated $171K added.
  • The largest Presidio Property Trust seller in Q2 2025 was Geode Capital Management, an estimated $55.3K sold.

Based on aggregated 13F filings for Q2 2025.