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Atria Wealth Solutions’s Presidio Property Trust SQFT Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-7,955
Closed -$57.1K – 2086
2024
Q3 		$57.1K Sell
7,955
-10,652
-57% -$72.9K ﹤0.01% 1884
2024
Q2 		$130K Sell
18,607
-2,396
-11% -$21K ﹤0.01% 1831
2024
Q1 		$256K Sell
21,003
-4,738
-18% -$53.1K ﹤0.01% 1665
2023
Q4 		$265K Sell
25,741
-570
-2% -$4.66K ﹤0.01% 1584
2023
Q3 		$209K Buy
26,311
+532
+2% +$4.52K ﹤0.01% 1674
2023
Q2 		$233K Sell
25,779
-5,692
-18% -$52.1K ﹤0.01% 1604
2023
Q1 		$325K Sell
31,471
-12,098
-28% -$133K ﹤0.01% 1370
2022
Q4 		$414K Buy
43,569
+2,454
+6% +$27.7K 0.01% 1183
2022
Q3 		$514K Buy
41,115
+2,008
+5% +$53.9K 0.01% 1006
2022
Q2 		$1.25M Buy
39,107
+4,981
+15% +$168K 0.02% 610
2022
Q1 		$1.27M Buy
+34,126
New +$1.28M 0.02% 631

Other funds holding SQFT

LDNAM
Lepercq De Neuflize Asset Management New York $138M AUM 15.9% 1-Year Est. Return
LMAF
Lepercq Multi-Asset Fund Hamilton, Bermuda $139M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's SQFT Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Presidio Property Trust (SQFT) in Q4 2024, closing a stake of 7,955 shares — an estimated $57.1K sold.

Atria Wealth Solutions first reported a position in SQFT in Q1 2022 and held it in 11 quarters. The position peaked at $1.27M in Q1 2022. 30 funds tracked by Wall St. Rank hold SQFT as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Presidio Property Trust position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,955 Presidio Property Trust shares in Q4 2024, an estimated $57.1K.
  • Atria Wealth Solutions first reported a position in Presidio Property Trust in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Presidio Property Trust position peaked at $1.27M in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.