Presidio Property TRST -CW27SQFTWPreferred / convertible
13F holders, Q4 2025 (December 31)35holders +1
4new positions
4sold out
$0.04avg. 13F price*
At the end of Q4 2025, 35 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, up 1 from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were CSS LLC ($17K), Ketron Financial ($14K) and Clear Street Group Inc. ($9K).
- Company
- Presidio Property TRST -CW27
- CUSIP
- 74102L113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1K |
| Exits | 4 | $3.0M |
All 13F filers, Q3 2025 → Q4 2025: 67,642 shares bought and 102,998 shares sold, net −35,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| CSS LLC | — | No change | 55,158 | $17K |
| Ketron Financial | — | — | 457,734 | $14K |
| Clear Street Group Inc. | — | No change | 311,566 | $9K |
| Armistice Capital, LLC | — | No change | 200,000 | $6K |
| Vanguard Group Inc. | — | No change | 110,319 | $4K |
| Osaic Holdings, Inc. | — | Add +26.1% | 37,848 | $1K |
| Virtu Financial LLC | — | Add +12.3% | 24,010 | $1K |
| T3 Companies, LLC | — | — | 30,197 | $906 |
| Wells Fargo & Company | — | No change | 29,854 | $896 |
| IFP Advisors, Inc | — | No change | 27,106 | $813 |
| Kestra Advisory Services, LLC | — | No change | 20,434 | $613 |
| State Street Corp. | — | No change | 18,399 | $598 |
| GTS Securities LLC | — | New | 16,146 | $517 |
| Envestnet Asset Management Inc. | — | Reduce -36.8% | 16,401 | $492 |
| Corient Private Wealth LP | — | New | 14,840 | $446 |
| Aire Advisors, LLC | — | No change | 13,065 | $392 |
| AlphaCore Capital LLC | — | No change | 12,414 | $372 |
| Geode Capital Management, LLC | — | No change | 11,438 | $371 |
| LPL Financial LLC | — | Reduce -24.6% | 11,892 | $357 |
| Sunbelt Securities, Inc. | — | No change | 11,634 | $349 |
| SageView Advisory Group, LLC | — | No change | 11,065 | $332 |
| Raymond James Financial Inc. | — | Reduce -42.9% | 10,993 | $330 |
| Prospera Financial Services Inc | — | No change | 11,025 | $330 |
| Marex Group Ltd | — | No change | 10,000 | $325 |
| Cetera Investment Advisers | — | New | 10,717 | $322 |
| Morgan Stanley | — | Reduce -16.2% | 6,674 | $200 |
| Bank of America Corp. | — | Reduce -3.3% | 2,949 | $88 |
| NewEdge Advisors, LLC | — | No change | 2,625 | $79 |
| First Pacific Financial | — | No change | 1,805 | $55 |
| UBS Group AG | — | Add +847.7% | 834 | $25 |
| Sound Income Strategies, LLC | — | No change | 744 | $22 |
| Royal Bank of Canada | — | No change | 8,053 | $0 |
| Janney Montgomery Scott LLC | — | No change | 16,088 | $0 |
| HRT Financial LP | — | New | 14,720 | $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.