Presidio Property TRST -CW27SQFTWPreferred / convertible
13F holders, Q3 2025 (September 30)34holders +5
7new positions
3sold out
$2.78avg. 13F price*
At the end of Q3 2025, 34 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, up 5 from Q2 2025. 7 opened new positions and 3 sold out. The largest holders were Summit Wealth Group LLC / Co. ($3.0M), CSS LLC ($21K) and Clear Street Group Inc. ($12K).
- Company
- Presidio Property TRST -CW27
- CUSIP
- 74102L113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.0M |
| Exits | 3 | $1K |
All 13F filers, Q2 2025 → Q3 2025: 132,371 shares bought and 255,385 shares sold, net −123,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Summit Wealth Group LLC / Co. | — | New | 56,417 | $3.0M |
| CSS LLC | — | No change | 55,158 | $21K |
| Clear Street Group Inc. | — | — | 311,566 | $12K |
| Armistice Capital, LLC | — | No change | 200,000 | $7K |
| Vanguard Group Inc. | — | No change | 110,319 | $4K |
| Wells Fargo & Company | — | No change | 29,854 | $1K |
| IFP Advisors, Inc | — | Reduce -9.2% | 27,106 | $1K |
| Janney Montgomery Scott LLC | — | Add +19.2% | 16,088 | $1K |
| Virtu Financial LLC | — | New | 21,371 | $1K |
| Osaic Holdings, Inc. | — | No change | 30,014 | $994 |
| Envestnet Asset Management Inc. | — | Add +44.9% | 25,938 | $970 |
| Kestra Advisory Services, LLC | — | Reduce -78.0% | 20,434 | $764 |
| Raymond James Financial Inc. | — | Add +46.9% | 19,261 | $720 |
| State Street Corp. | — | No change | 18,399 | $596 |
| LPL Financial LLC | — | Add +31.3% | 15,762 | $589 |
| Binnacle Investments Inc | — | Reduce -12.0% | 16,254 | $567 |
| Aire Advisors, LLC | — | No change | 13,065 | $489 |
| Victrix Investment Advisors | — | No change | 12,603 | $471 |
| AlphaCore Capital LLC | — | New | 12,414 | $464 |
| Sunbelt Securities, Inc. | — | Add +235.6% | 11,634 | $435 |
| SageView Advisory Group, LLC | — | Reduce -27.2% | 11,065 | $414 |
| Prospera Financial Services Inc | — | No change | 11,025 | $412 |
| Marex Group Ltd | — | New | 10,000 | $374 |
| Geode Capital Management, LLC | — | No change | 11,438 | $370 |
| Susquehanna International Group, LLP | — | Reduce -92.2% | 10,908 | $353 |
| Morgan Stanley | — | No change | 7,962 | $298 |
| Bank of America Corp. | — | Add +3.4% | 3,049 | $113 |
| NewEdge Advisors, LLC | — | New | 2,625 | $98 |
| First Pacific Financial | — | No change | 1,805 | $68 |
| Sound Income Strategies, LLC | — | New | 744 | $27 |
| UBS Group AG | — | Reduce -94.0% | 88 | $3 |
| Financial Consulate, Inc. | — | New | 7 | $1 |
| Royal Bank of Canada | — | No change | 8,053 | $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.