Presidio Property TRST -CW27SQFTWPreferred / convertible
13F holders, Q1 2025 (March 31)30holders +2
2new positions
1sold out
1famous investor
$0.03avg. 13F price*
At the end of Q1 2025, 30 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Armistice Capital, LLC ($69K), CSS LLC ($19K) and Susquehanna International Group, LLP ($6K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $512 |
| Exits | 1 | $2 |
All 13F filers, Q4 2024 → Q1 2025: 45,701 shares bought and 17,704 shares sold, net +27,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Armistice Capital, LLC | — | No change | 2,000,000 | $69K |
| CSS LLC | — | No change | 551,573 | $19K |
| Susquehanna International Group, LLP | — | Add +2.0% | 171,903 | $6K |
| Vanguard Group Inc. | — | No change | 110,319 | $4K |
| Kestra Advisory Services, LLC | — | Reduce -2.5% | 92,854 | $3K |
| Osaic Holdings, Inc. | — | Add +83.3% | 40,752 | $1K |
| Wells Fargo & Company | — | No change | 29,854 | $1K |
| IFP Advisors, Inc | — | Reduce -18.8% | 29,863 | $1K |
| Citadel Advisors | — | Add +0.4% | 24,041 | $825 |
| State Street Corp. | — | No change | 18,399 | $631 |
| Binnacle Investments Inc | — | — | 16,254 | $606 |
| SageView Advisory Group, LLC | — | No change | 16,967 | $582 |
| Envestnet Asset Management Inc. | — | Reduce -21.3% | 15,100 | $518 |
| WealthPlan Investment Management, LLC | — | No change | 14,914 | $512 |
| Raymond James Financial Inc. | — | New | 13,113 | $450 |
| Aire Advisors, LLC | — | No change | 13,065 | $448 |
| Sunbelt Securities, Inc. | — | Add +235.6% | 11,634 | $399 |
| Geode Capital Management, LLC | — | No change | 11,438 | $392 |
| Prospera Financial Services Inc | — | No change | 11,025 | $378 |
| Sigma Planning Corp | — | No change | 10,218 | $350 |
| Morgan Stanley | — | No change | 7,962 | $273 |
| CIBC Private Wealth Group LLC | — | No change | 4,074 | $151 |
| UBS Group AG | — | Add +32.9% | 2,726 | $93 |
| First Pacific Financial | — | New | 1,805 | $62 |
| BlackRock, Inc. | — | No change | 1,536 | $53 |
| Bank of America Corp. | — | No change | 1,378 | $47 |
| PSI Advisors, LLC | — | No change | 315 | $11 |
| Royal Bank of Canada | — | Reduce -35.0% | 8,053 | $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.