Presidio Property TRST -CW27SQFTWPreferred / convertible

13F holders, Q4 2024 (December 31)
28holders
2new positions
3sold out
1famous investor
$0.03avg. 13F price*

At the end of Q4 2024, 28 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, unchanged from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were Armistice Capital, LLC ($70K), CSS LLC ($19K) and Susquehanna International Group, LLP ($5K). 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

010203040 Q1 2024: 27Q1 2024Q2 2024: 29Q2 2024Q3 2024: 28Q3 2024Q4 2024: 28Q4 2024Q1 2025: 30Q1 2025Q2 2025: 29Q2 2025Q3 2025: 34Q3 2025Q4 2025: 35Q4 2025Q1 2026: 32Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$4K
Exits3$2K

All 13F filers, Q3 2024 → Q4 2024: 115,812 shares bought and 117,142 shares sold, net −1,330 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 — Reduce -21.0% 168,579 $5K
Kestra Advisory Services, LLC — New 95,183 $3K
Vanguard Group Inc. — No change 110,319 $3K
IFP Advisors, Inc — Add +5.9% 36,775 $1K
Wells Fargo & Company — No change 29,854 $1K
Citadel Advisors — Reduce -14.1% 23,941 $718
Osaic Holdings, Inc. — Add +7.8% 22,234 $690
Envestnet Asset Management Inc. — No change 19,187 $670
SageView Advisory Group, LLC — New 16,967 $593
State Street Corp. — No change 18,399 $552
WealthPlan Investment Management, LLC — Reduce -26.0% 14,914 $521
Aire Advisors, LLC — No change 13,065 $456
Prospera Financial Services Inc — No change 11,025 $384
Sigma Planning Corp — No change 10,218 $357
Geode Capital Management, LLC — No change 11,438 $343
Morgan Stanley — No change 7,962 $278
CIBC Private Wealth Group LLC — No change 4,074 $157
Sunbelt Securities, Inc. — No change 3,467 $104
UBS Group AG — Reduce -64.2% 2,052 $72
BlackRock, Inc. — No change 1,536 $54
Bank of America Corp. — No change 1,378 $47
PSI Advisors, LLC — No change 315 $11
Transce3nd, LLC — — 50 $2
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.