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Presidio Property Trust Inc Series A Warrants

27 hedge funds and large institutions have $221K invested in Presidio Property Trust Inc Series A Warrants in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $200K → $221K (+$21K)

0.98% less ownership

Funds ownership: 27.95%26.97% (-0.98%)

13% less funds holding

Funds holding: 3127 (-4)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Armistice Capital
New York
$138K
CL
2
CSS LLC
Illinois
$38.1K
AWS
3
Atria Wealth Solutions
New York
$7.85K
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.61K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.25K -$1.32K -18,862 -15%
KAS
6
Kestra Advisory Services
Texas
$3.98K
IA
7
IFP Advisors
Florida
$2.39K +$423 +6,038 +21%
Wells Fargo
8
Wells Fargo
California
$2.06K -$733 -10,474 -26%
WP
9
WealthPLAN Partners
Nebraska
$1.54K
Osaic Holdings
10
Osaic Holdings
Arizona
$1.49K -$362 -5,178 -19%
State Street
11
State Street
Massachusetts
$1.27K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.04K +$113 +1,610 +12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1K +$945 +13,500 New
AA
16
Aire Advisors
California
$901
Geode Capital Management
17
Geode Capital Management
Massachusetts
$789
SPC
18
Sigma Planning Corp
Michigan
$705
IAIM
19
International Assets Investment Management
Florida
$690
Morgan Stanley
20
Morgan Stanley
New York
$549 -$557 -7,962 -50%
UBS Group
21
UBS Group
Switzerland
$466
ACA
22
Aptus Capital Advisors
Alabama
$399 +$405 +5,788 New
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$282 +$285 +4,074 New
SS
24
Sunbelt Securities
Texas
$239
BlackRock
25
BlackRock
New York
$106

SQFTW Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Presidio Property Trust Inc Series A Warrants (SQFTW) for Q1 2024, worth a combined $221K — up 10% from $200K a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SQFTW and 3 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 2 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $945. The largest seller was Redwood Wealth Management Group, exiting entirely with an estimated $2.43K sold.

  • 27 institutional investors held Presidio Property Trust Inc Series A Warrants (SQFTW) as of Q1 2024, down from 31 in Q4 2023.
  • Funds reported $221K of Presidio Property Trust Inc Series A Warrants stock for Q1 2024, up 10% quarter-over-quarter.
  • 3 funds opened new Presidio Property Trust Inc Series A Warrants positions in Q1 2024 and 7 closed out, a net change of -4 holders.
  • The largest Presidio Property Trust Inc Series A Warrants buyer in Q1 2024 was Janney Montgomery Scott, an estimated $945 added.
  • The largest Presidio Property Trust Inc Series A Warrants seller in Q1 2024 was Redwood Wealth Management Group, an estimated $2.43K sold.

Based on aggregated 13F filings for Q1 2024.