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Presidio Property Trust
SQFT

Overview Fund Activity

13 hedge funds and large institutions have $155K invested in Presidio Property Trust in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
5
Reduced
6
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
$33.8K
2
Osaic Holdings
Osaic Holdings
Arizona
$10.6K
3
LDNAM
Lepercq De Neuflize Asset Management
New York
$75.4K
4
TRCT
Tower Research Capital (TRC)
New York
$1.59K
5
Morgan Stanley
Morgan Stanley
New York
$10.7K

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
KAS
Kestra Advisory Services
Texas
$0
5
SAW
Signal Advisors Wealth
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LDNAM
1
Lepercq De Neuflize Asset Management
New York
$75.4K +$5.23K +999 +7%
IA
2
IFP Advisors
Florida
$33.8K +$30.7K +29,857 +1,000%
Morgan Stanley
3
Morgan Stanley
New York
$10.7K +$68 +13 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.6K +$8.47K +10,620 +403%
Wells Fargo
5
Wells Fargo
California
$7.92K -$10 -2 -0.1%
Raymond James Financial
6
Raymond James Financial
Florida
$5.82K – – –
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2K -$10 -2 -0.5%
CI
9
CX Institutional
Indiana
$2K -$9 -2 -0.4%
LFG
10
Larson Financial Group
Missouri
$1.79K -$5 -1 -0.3%
TRCT
11
Tower Research Capital (TRC)
New York
$1.59K +$387 +74 +32%
Bank of America
12
Bank of America
North Carolina
$753 -$10 -2 -1%
UBS Group
13
UBS Group
Switzerland
$42 -$987 -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
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