CIBC Private Wealth Group
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CIBC Private Wealth Group’s Presidio Property Trust SQFT Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-407
Closed -$2.41K – 3297
2025
Q1 		$2.41K Hold
407
– – ﹤0.01% 2637
2024
Q4 		$3.13K Hold
407
– – ﹤0.01% 2609
2024
Q3 		$2.92K Hold
407
– – ﹤0.01% 2737
2024
Q2 		$2.55K Hold
407
– – ﹤0.01% 2710
2024
Q1 		$4.81K Buy
+407
New +$4.56K ﹤0.01% 2516

Other funds holding SQFT

LDNAM
Lepercq De Neuflize Asset Management New York $138M AUM 15.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

CIBC Private Wealth Group's SQFT Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Presidio Property Trust (SQFT) in Q2 2025, closing a stake of 407 shares — an estimated $2.41K sold.

CIBC Private Wealth Group first reported a position in SQFT in Q1 2024 and held it in 5 quarters. The position peaked at $4.81K in Q1 2024. 13 funds tracked by Wall St. Rank hold SQFT as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Presidio Property Trust position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 407 Presidio Property Trust shares in Q2 2025, an estimated $2.41K.
  • CIBC Private Wealth Group first reported a position in Presidio Property Trust in Q1 2024 and held it in 5 quarters.
  • CIBC Private Wealth Group's Presidio Property Trust position peaked at $4.81K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.