SQFTW Institutional Ownership & Shareholders
PRESIDIO PROPERTY TRST -CW27 (SQFTW) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32,113 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ketron Financial is currently the largest disclosed institutional shareholder of SQFTW tracked by InsiderSet, reporting ownership valued at approximately $8,901 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11,049.012, representing an estimated gain of +24.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed SQFTW value among the investors covered in this analysis. Major shareholders include Ketron Financial, Css Llc/Il, Clear Street Group Inc., and several other long-term asset managers with concentrated positions in PRESIDIO PROPERTY TRST -CW27 (SQFTW).
This page ranks the largest institutional SQFTW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$32,113
Largest Holder
Ketron Financial
Largest Position
$8,901
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ketron Financial | 0.00% | 613,834 | $8,901 | $11,049 | +$2,148 | +24.13% | |
| Css Llc/Il | 0.00% | 55,158 | $7,998 | $993 | -$7,005 | -87.59% | |
| Clear Street Group Inc. | 0.00% | 311,566 | $4,518 | $5,608 | +$1,090 | +24.13% | |
| Armistice Capital, Llc | 0.00% | 200,000 | $2,900 | $3,600 | +$700 | +24.14% | |
| Vanguard Capital Management Llc | 0.00% | 110,319 | $1,765 | $1,986 | +$221 | +12.51% | |
| Kestra Advisory Services, Llc | 0.00% | 70,495 | $1,022 | $1,269 | +$247 | +24.16% | |
| Envestnet Asset Management Inc | 0.00% | 33,135 | $480 | $596 | +$116 | +24.26% | |
| Osaic Holdings, Inc. | 0.00% | 37,543 | $454 | $676 | +$222 | +48.85% | |
| T3 Companies, Llc | 0.00% | 30,197 | $438 | $544 | +$106 | +24.10% | |
| Wells Fargo & Company/Mn | 0.00% | 29,854 | $433 | $537 | +$104 | +24.10% | |
| Gts Securities Llc | 0.00% | 22,040 | $353 | $397 | +$44 | +12.39% | |
| Ifp Advisors, Inc | 0.00% | 23,221 | $337 | $418 | +$81 | +24.03% | |
| State Street Corp | 0.00% | 18,399 | $294 | $331 | +$37 | +12.65% | |
| Sunbelt Securities, Inc. | 0.00% | 11,634 | $232 | $209 | -$23 | -9.74% | |
| Aire Advisors, Llc | 0.00% | 13,065 | $189 | $235 | +$46 | +24.43% | |
| Geode Capital Management, Llc | 0.00% | 11,438 | $183 | $206 | +$23 | +12.50% | |
| Victrix Investment Advisors | 0.00% | 12,603 | $183 | $227 | +$44 | +23.96% | |
| Lpl Financial Llc | 0.00% | 11,892 | $172 | $214 | +$42 | +24.45% | |
| Arax Advisory Partners | 0.00% | 11,342 | $165 | $204 | +$39 | +23.73% | |
| Marex Group Plc | 0.00% | 10,000 | $160 | $180 | +$20 | +12.50% | |
| Mml Investors Services, Llc | 0.00% | 10,943 | $159 | $197 | +$38 | +23.88% | |
| Prospera Financial Services Inc | 0.00% | 11,025 | $159 | $198 | +$39 | +24.81% | |
| Raymond James Financial Inc | 0.00% | 10,993 | $159 | $198 | +$39 | +24.45% | |
| Cetera Investment Advisers | 0.00% | 10,717 | $155 | $193 | +$38 | +24.46% | |
| Cwm, Llc | 0.00% | 5,124 | $102 | $92 | -$10 | -9.58% | |
| Morgan Stanley | 0.00% | 6,754 | $98 | $122 | +$24 | +24.05% | |
| Farther Finance Advisors, Llc | 0.00% | 4,401 | $45 | $79 | +$34 | +76.04% | |
| First Pacific Financial | 0.00% | 1,805 | $27 | $32 | +$5 | +20.33% | |
| Ubs Group Ag | 0.00% | 1,550 | $23 | $28 | +$5 | +21.30% | |
| Assetmark, Inc | 0.00% | 641 | $9 | $12 | +$3 | +28.20% |
Frequently asked questions about SQFTW
Who are the largest institutional holders of SQFTW?
The largest institutional holders of SQFTW reported in the latest SEC Form 13F filings include Ketron Financial, Css Llc/Il, Clear Street Group Inc., Armistice Capital, Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported SQFTW position.
What is SQFTW institutional ownership?
This page tracks SQFTW positions reported by institutional investment managers through SEC Form 13F. PRESIDIO PROPERTY TRST -CW27 (SQFTW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SQFTW?
InsiderSet currently tracks 30 institutional managers reporting SQFTW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SQFTW shareholders.
How much SQFTW stock do institutions own?
Institutional investment managers disclosed approximately $32,113 in SQFTW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SQFTW institutional ownership last updated?
The latest SQFTW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SQFTW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SQFTW position after the reporting date.
Are institutions buying or selling SQFTW?
Institutional buying and selling can be analyzed by comparing SQFTW positions across consecutive 13F reporting periods. InsiderSet's SQFTW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SQFTW ownership changes.
How has SQFTW institutional ownership changed over time?
InsiderSet tracks SQFTW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.