Presidio Property TRST -CW27SQFTWPreferred / convertible
13F holders, Q2 2026 (June 30)31holders −1
7new positions
6sold out
$0.02avg. 13F price*
At the end of Q2 2026, 31 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, down 1 from Q1 2026. 7 opened new positions and 6 sold out. The largest holders were Ketron Financial ($9K), CSS LLC ($8K) and Clear Street Group Inc. ($5K).
- Company
- Presidio Property TRST -CW27
- CUSIP
- 74102L113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $603 |
| Exits | 6 | $3K |
All 13F filers, Q1 2026 → Q2 2026: 146,870 shares bought and 170,522 shares sold, net −23,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Ketron Financial | — | Add +13.1% | 613,834 | $9K |
| CSS LLC | — | No change | 55,158 | $8K |
| Clear Street Group Inc. | — | No change | 311,566 | $5K |
| Armistice Capital, LLC | — | No change | 200,000 | $3K |
| Vanguard Capital Management LLC | — | No change | 110,319 | $2K |
| Kestra Advisory Services, LLC | — | Add +4.3% | 70,495 | $1K |
| Envestnet Asset Management Inc. | — | Add +25.6% | 33,135 | $480 |
| Osaic Holdings, Inc. | — | Add +32.5% | 37,543 | $454 |
| T3 Companies, LLC | — | No change | 30,197 | $438 |
| Wells Fargo & Company | — | No change | 29,854 | $433 |
| GTS Securities LLC | — | Add +0.5% | 22,040 | $353 |
| IFP Advisors, Inc | — | Reduce -14.3% | 23,221 | $337 |
| State Street Corp. | — | No change | 18,399 | $294 |
| Aire Advisors, LLC | — | No change | 13,065 | $189 |
| Geode Capital Management, LLC | — | No change | 11,438 | $183 |
| Victrix Investment Advisors | — | New | 12,603 | $183 |
| LPL Financial LLC | — | No change | 11,892 | $172 |
| Arax Advisory Partners | — | New | 11,342 | $165 |
| Marex Group Ltd | — | No change | 10,000 | $160 |
| MML Investors Services, LLC | — | New | 10,943 | $159 |
| Raymond James Financial Inc. | — | No change | 10,993 | $159 |
| Prospera Financial Services Inc | — | No change | 11,025 | $159 |
| Cetera Investment Advisers | — | No change | 10,717 | $155 |
| Morgan Stanley | — | Add +1.2% | 6,754 | $98 |
| Farther Finance Advisors, LLC | — | New | 4,401 | $64 |
| First Pacific Financial | — | No change | 1,805 | $27 |
| UBS Group AG | — | New | 1,550 | $23 |
| Assetmark, Inc. | — | New | 641 | $9 |
| Royal Bank of Canada | — | Add +93.2% | 8,053 | $0 |
| Janney Montgomery Scott LLC | — | No change | 13,500 | $0 |
| Virtu Financial LLC | — | New | 11,375 | $0 |
"% of holder's portfolio" is SQFTW's weight in each manager's 13F, not the share of Presidio Property TRST -CW27 the manager owns.