Presidio Property TRST -CW27SQFTWPreferred / convertible
13F holders, Q1 2026 (March 31)32holders −3
3new positions
6sold out
$0.03avg. 13F price*
At the end of Q1 2026, 32 institutions reported holding Presidio Property TRST -CW27 (SQFTW) in their 13F filings, down 3 from Q4 2025. 3 opened new positions and 6 sold out. The largest holders were CSS LLC ($11K), Ketron Financial ($11K) and Clear Street Group Inc. ($6K).
- Company
- Presidio Property TRST -CW27
- CUSIP
- 74102L113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2K |
| Exits | 6 | $2K |
All 13F filers, Q4 2025 → Q1 2026: 286,717 shares bought and 72,320 shares sold, net +214,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| CSS LLC | — | No change | 55,158 | $11K |
| Ketron Financial | — | Add +18.6% | 542,735 | $11K |
| Clear Street Group Inc. | — | No change | 311,566 | $6K |
| Armistice Capital, LLC | — | No change | 200,000 | $4K |
| Vanguard Capital Management LLC | — | — | 110,319 | $2K |
| Kestra Advisory Services, LLC | — | Add +230.9% | 67,620 | $1K |
| Mariner, LLC | — | New | 59,988 | $1K |
| ACT Advisors, LLC. | — | New | 44,634 | $888 |
| T3 Companies, LLC | — | No change | 30,197 | $601 |
| Wells Fargo & Company | — | No change | 29,854 | $594 |
| Osaic Holdings, Inc. | — | Reduce -25.2% | 28,324 | $562 |
| IFP Advisors, Inc | — | No change | 27,106 | $539 |
| Envestnet Asset Management Inc. | — | Add +60.8% | 26,378 | $525 |
| GTS Securities LLC | — | Add +35.9% | 21,940 | $439 |
| State Street Corp. | — | No change | 18,399 | $366 |
| Susquehanna International Group, LLP | — | New | 17,871 | $356 |
| Aire Advisors, LLC | — | No change | 13,065 | $260 |
| AlphaCore Capital LLC | — | No change | 12,414 | $247 |
| LPL Financial LLC | — | No change | 11,892 | $237 |
| Sunbelt Securities, Inc. | — | No change | 11,634 | $232 |
| Marex Group Ltd | — | No change | 10,000 | $231 |
| Geode Capital Management, LLC | — | No change | 11,438 | $227 |
| Raymond James Financial Inc. | — | No change | 10,993 | $219 |
| Prospera Financial Services Inc | — | No change | 11,025 | $219 |
| Cetera Investment Advisers | — | No change | 10,717 | $213 |
| Morgan Stanley | — | No change | 6,674 | $133 |
| Cwm, LLC | — | No change | 5,124 | $102 |
| First Pacific Financial | — | No change | 1,805 | $36 |
| Sound Income Strategies, LLC | — | No change | 744 | $15 |
| Royal Bank of Canada | — | Reduce -48.2% | 4,168 | $0 |
| Janney Montgomery Scott LLC | — | Reduce -16.1% | 13,500 | $0 |
| HRT Financial LP | — | Add +110.5% | 30,986 | $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.