Presidio Property Trust Inc Series A Warrants
SQFTW
28 hedge funds and large institutions have $54.2K invested in Presidio Property Trust Inc Series A Warrants in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 26 → 28 (+2)
0% more capital invested
Capital invested by funds: $54.1K → $54.2K (+$100)
0.08% more ownership
Funds ownership: 10.2% → 10.27% (+0.08%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.28K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$499 |
| 3 |
AA
Aire Advisors
Beverly Hills,
California
|
+$483 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$352 |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$254 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$1.63K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$797 |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$382 |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$247 |
| 5 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$80 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $67 | – | – | – |
|
|
PA
27
PSI Advisors
Tampa,
Florida
| $14 | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$797 | -18,986 | Closed |
|
|
BA
29
Bellwether Advisors
Lincoln,
Nebraska
| – | -$80 | -1,947 | Closed |
|
30
Bank of America
Charlotte,
North Carolina
| – | -$4 | -100 | Closed |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$190 | +5,124 | New |
|
SQFTW Hedge Fund Activity: Q2 2023 in Review
28 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust Inc Series A Warrants (SQFTW) for Q2 2023, worth a combined $54.2K — up 0.18% from $54.1K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SQFTW positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.28K. The largest seller was Atria Wealth Solutions, cutting an estimated $1.63K.
- 28 institutional investors held Presidio Property Trust Inc Series A Warrants (SQFTW) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $54.2K of Presidio Property Trust Inc Series A Warrants stock for Q2 2023, up 0.18% quarter-over-quarter.
- 5 funds opened new Presidio Property Trust Inc Series A Warrants positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Presidio Property Trust Inc Series A Warrants buyer in Q2 2023 was Kestra Advisory Services, an estimated $2.28K added.
- The largest Presidio Property Trust Inc Series A Warrants seller in Q2 2023 was Atria Wealth Solutions, an estimated $1.63K sold.
Based on aggregated 13F filings for Q2 2023.