Presidio Property TRST -CW27SQFTWPreferred / convertible
13F holders, Q1 2024 (March 31)27holders
$0.07avg. 13F price*
At the end of Q1 2024, 27 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings. The largest holders were Armistice Capital, LLC ($138K), CSS LLC ($38K) and Atria Wealth Solutions, Inc. ($8K).
- Company
- Presidio Property TRST -CW27
- CUSIP
- 74102L113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2K |
| Exits | 7 | $6K |
Ownership 27 holders
| Armistice Capital, LLC | — | No change | 2,000,000 | $138K |
| CSS LLC | — | No change | 551,573 | $38K |
| Atria Wealth Solutions, Inc. | — | No change | 113,790 | $8K |
| Vanguard Group Inc. | — | No change | 110,319 | $8K |
| Susquehanna International Group, LLP | — | Reduce -15.2% | 105,046 | $7K |
| Kestra Advisory Services, LLC | — | No change | 57,637 | $4K |
| IFP Advisors, Inc | — | Add +21.1% | 34,638 | $2K |
| Wells Fargo & Company | — | Reduce -26.0% | 29,854 | $2K |
| WealthPLAN Partners, LLC | — | No change | 22,367 | $2K |
| Osaic Holdings, Inc. | — | Reduce -19.4% | 21,499 | $1K |
| State Street Corp. | — | No change | 18,399 | $1K |
| Envestnet Asset Management Inc. | — | Add +11.9% | 15,100 | $1K |
| Commonwealth Equity Services, LLC | — | No change | 12,277 | $1K |
| Royal Bank of Canada | — | No change | 12,379 | $1K |
| Janney Montgomery Scott LLC | — | New | 13,500 | $1K |
| Aire Advisors, LLC | — | No change | 13,065 | $901 |
| Geode Capital Management, LLC | — | No change | 11,438 | $789 |
| Sigma Planning Corp | — | No change | 10,218 | $705 |
| International Assets Investment Management, LLC | — | No change | 10,000 | $690 |
| Morgan Stanley | — | No change | 7,962 | $549 |
| UBS Group AG | — | No change | 6,757 | $466 |
| Aptus Capital Advisors, LLC | — | New | 5,788 | $399 |
| CIBC Private Wealth Group LLC | — | New | 4,074 | $282 |
| Sunbelt Securities, Inc. | — | No change | 3,467 | $239 |
| BlackRock Inc. | — | No change | 1,536 | $106 |
| PSI Advisors, LLC | — | No change | 315 | $22 |
| Cwm, LLC | — | No change | 5,124 | $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.