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Presidio Property Trust
SQFT

15 hedge funds and large institutions have $69.3K invested in Presidio Property Trust in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more funds holding

Funds holding: 14 → 15 (+1)

1.14% less ownership

Funds ownership: 2.59% → 1.45% (-1.1%)

65% less capital invested

Capital invested by funds: $200K → $69.3K (-$131K)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$4.69K
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.91K
3
Citigroup
Citigroup
New York
+$823
4
EWA
EverSource Wealth Advisors
Alabama
+$24

Top Sellers

Rank Fund Capital Flow
1
DS
DRW Securities
Illinois
-$130K
2
UBS Group
UBS Group
Switzerland
-$10.4K
3
Morgan Stanley
Morgan Stanley
New York
-$6.91K
4
TRCT
Tower Research Capital (TRC)
New York
-$2.69K
5
CI
CX Institutional
Indiana
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1
Ketron Financial
California
$35.7K +$51.6K +10,725 New
IA
2
IFP Advisors
Florida
$9.01K – – –
Wells Fargo
3
Wells Fargo
California
$5.04K – – –
Osaic Holdings
4
Osaic Holdings
Arizona
$4.19K +$3.91K +812 +182%
SAG
5
SageView Advisory Group
California
$3.25K +$4.69K +975 New
AC
6
AlphaCore Capital
California
$2.8K – – –
Morgan Stanley
7
Morgan Stanley
New York
$2.22K -$6.91K -1,435 -68%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
UBS Group
9
UBS Group
Switzerland
$1.5K -$10.4K -2,171 -83%
TRCT
10
Tower Research Capital (TRC)
New York
$1.25K -$2.69K -559 -60%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1K – – –
Citigroup
12
Citigroup
New York
$569 +$823 +171 New
Bank of America
13
Bank of America
North Carolina
$486 -$14 -3 -2%
SIS
14
Sound Income Strategies
Florida
$239 – – –
EWA
15
EverSource Wealth Advisors
Alabama
$17 +$24 +5 New
DS
16
DRW Securities
Illinois
– -$130K -24,464 Closed
CI
17
CX Institutional
Indiana
– -$2K -464 Closed
LFG
18
Larson Financial Group
Missouri
– -$1.82K -342 Closed

SQFT Hedge Fund Activity: Q4 2025 in Review

15 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust (SQFT) for Q4 2025, worth a combined $69.3K — down 65% from $200K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SQFT positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $4.69K. The largest seller was DRW Securities, exiting entirely with an estimated $130K sold.

  • 15 institutional investors held Presidio Property Trust (SQFT) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $69.3K of Presidio Property Trust stock for Q4 2025, down 65% quarter-over-quarter.
  • 4 funds opened new Presidio Property Trust positions in Q4 2025 and 3 closed out, a net change of +1 holder.
  • The largest Presidio Property Trust buyer in Q4 2025 was SageView Advisory Group, an estimated $4.69K added.
  • The largest Presidio Property Trust seller in Q4 2025 was DRW Securities, an estimated $130K sold.

Based on aggregated 13F filings for Q4 2025.