Presidio Property TRST -CW27SQFTWPreferred / convertible

13F holders, Q2 2025 (June 30)
29holders −1
2new positions
3sold out
1famous investor
$0.05avg. 13F price*

At the end of Q2 2025, 29 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were CSS LLC ($19K), Armistice Capital, LLC ($7K) 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$829
Exits3$215

All 13F filers, Q1 2025 → Q2 2025: 31,205 shares bought and 2,361,966 shares sold, net −2,330,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

CSS LLC — Reduce -90.0% 55,158 $19K
Armistice Capital, LLC — Reduce -90.0% 200,000 $7K
Susquehanna International Group, LLP — Reduce -18.7% 139,695 $5K
Vanguard Group Inc. — No change 110,319 $4K
Kestra Advisory Services, LLC — No change 92,854 $3K
Wells Fargo & Company — No change 29,854 $1K
IFP Advisors, Inc — No change 29,863 $1K
Osaic Holdings, Inc. — Reduce -26.4% 30,014 $945
Citadel Advisors — Reduce -3.4% 23,230 $785
State Street Corp. — No change 18,399 $622
Envestnet Asset Management Inc. — Add +18.6% 17,907 $603
Binnacle Investments Inc — Add +13.7% 18,475 $554
SageView Advisory Group, LLC — Reduce -10.4% 15,200 $466
Raymond James Financial Inc. — No change 13,113 $442
Aire Advisors, LLC — No change 13,065 $440
Victrix Investment Advisors — New 12,603 $425
LPL Financial LLC — New 12,003 $404
Geode Capital Management, LLC — No change 11,438 $386
Prospera Financial Services Inc — No change 11,025 $371
WealthPlan Investment Management, LLC — Reduce -31.3% 10,240 $345
Sigma Planning Corp — No change 10,218 $344
Morgan Stanley — No change 7,962 $268
Sunbelt Securities, Inc. — Reduce -70.2% 3,467 $121
Bank of America Corp. — Add +114.0% 2,949 $97
First Pacific Financial — No change 1,805 $61
UBS Group AG — Reduce -46.3% 1,465 $50
Royal Bank of Canada — No change 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.