Presidio Property TRST -CW27SQFTWPreferred / convertible
13F holders, Q3 2024 (September 30)28holders −1
4new positions
5sold out
1famous investor
$0.03avg. 13F price*
At the end of Q3 2024, 28 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, down 1 from Q2 2024. 4 opened new positions and 5 sold out. The largest holders were Armistice Capital, LLC ($70K), CSS LLC ($19K) and Susquehanna International Group, LLP ($7K). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).
- Company
- Presidio Property TRST -CW27
- CUSIP
- 74102L113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3K |
| Exits | 5 | $5K |
All 13F filers, Q2 2024 → Q3 2024: 202,418 shares bought and 215,613 shares sold, net −13,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Armistice Capital, LLC | — | No change | 2,000,000 | $70K |
| CSS LLC | — | No change | 551,573 | $19K |
| Susquehanna International Group, LLP | — | Add +139.0% | 213,316 | $7K |
| Vanguard Group Inc. | — | No change | 110,319 | $4K |
| IFP Advisors, Inc | — | Add +4.8% | 34,717 | $1K |
| Wells Fargo & Company | — | No change | 29,854 | $1K |
| Atria Wealth Solutions, Inc. | — | Reduce -72.4% | 29,580 | $976 |
| Citadel Advisors | — | New | 27,857 | $975 |
| WealthPlan Investment Management, LLC | — | New | 20,162 | $666 |
| Osaic Holdings, Inc. | — | Reduce -14.3% | 20,630 | $648 |
| Envestnet Asset Management Inc. | — | No change | 19,187 | $633 |
| State Street Corp. | — | No change | 18,399 | $607 |
| Corient Private Wealth LP | — | New | 17,700 | $584 |
| Aire Advisors, LLC | — | No change | 13,065 | $431 |
| Geode Capital Management, LLC | — | No change | 11,438 | $377 |
| Prospera Financial Services Inc | — | New | 11,025 | $363 |
| Sigma Planning Corp | — | No change | 10,218 | $337 |
| Morgan Stanley | — | No change | 7,962 | $263 |
| UBS Group AG | — | Reduce -25.1% | 5,736 | $189 |
| CIBC Private Wealth Group LLC | — | No change | 4,074 | $149 |
| Sunbelt Securities, Inc. | — | No change | 3,467 | $114 |
| BlackRock, Inc. | — | — | 1,536 | $51 |
| Bank of America Corp. | — | No change | 1,378 | $45 |
| PSI Advisors, LLC | — | No change | 315 | $11 |
| Commonwealth Equity Services, LLC | — | No change | 12,277 | $0 |
| Royal Bank of Canada | — | No change | 12,379 | $0 |
| Janney Montgomery Scott LLC | — | No change | 13,500 | $0 |
| 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.