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Presidio Property Trust Inc Series A Warrants

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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 2628 (+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

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1
CSS LLC
Illinois
$24.2K
AWS
2
Atria Wealth Solutions
New York
$5.53K -$1.63K -44,120 -26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.84K
KAS
4
Kestra Advisory Services
Texas
$2.7K +$2.28K +61,545 New
RWMG
5
Redwood Wealth Management Group
New Jersey
$2.56K -$22 -591 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.69K +$352 +9,512 +31%
IA
7
IFP Advisors
Florida
$1.59K
State Street
8
State Street
Massachusetts
$1.02K
Wells Fargo
9
Wells Fargo
California
$1.01K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1K
WP
11
WealthPLAN Partners
Nebraska
$992 -$382 -10,335 -31%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$875 +$254 +6,858 +52%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$788 -$247 -6,688 -29%
AAS
14
Avantax Advisory Services
Texas
$711 -$51 -1,378 -8%
SPC
15
Sigma Planning Corp
Michigan
$663
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$591 +$499 +13,490 New
RRA
17
Round Rock Advisors
Connecticut
$575
AA
18
Aire Advisors
California
$573 +$483 +13,065 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$546
PFS
20
Prospera Financial Services
Texas
$482
IAIM
21
International Assets Investment Management
Florida
$438
Morgan Stanley
22
Morgan Stanley
New York
$349
LFG
23
Larson Financial Group
Missouri
$209
SS
24
Sunbelt Securities
Texas
$152
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$86 +$73 +1,974 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.