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AE Wealth Management’s Presidio Property Trust SQFT Stock Holding History

AE Wealth Management’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,700
Closed -$13.6K – 2268
2024
Q4 		$13.6K Buy
+1,700
New +$11.8K ﹤0.01% 1797

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SAG
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AE Wealth Management's SQFT Position: Q1 2025 in Review

AE Wealth Management sold out of Presidio Property Trust (SQFT) in Q1 2025, closing a stake of 1,700 shares — an estimated $13.6K sold.

AE Wealth Management first reported a position in SQFT in Q4 2024 and held it in 1 quarter. The position peaked at $13.6K in Q4 2024. 28 funds tracked by Wall St. Rank hold SQFT as of Q1 2025.

  • AE Wealth Management reported no remaining Presidio Property Trust position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,700 Presidio Property Trust shares in Q1 2025, an estimated $13.6K.
  • AE Wealth Management first reported a position in Presidio Property Trust in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Presidio Property Trust position peaked at $13.6K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.