Commonwealth Equity Services
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Commonwealth Equity Services’s Presidio Property Trust SQFT Stock Holding History

Commonwealth Equity Services’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
-1,373
Closed -$10K – 4207
2024
Q3 		$10K Hold
1,373
– – ﹤0.01% 4030
2024
Q2 		$10K Hold
1,373
– – ﹤0.01% 3999
2024
Q1 		$17K Hold
1,373
– – ﹤0.01% 3970
2023
Q4 		$14K Sell
1,373
-82
-6% -$670 ﹤0.01% 3843
2023
Q3 		$12K Hold
1,455
– – ﹤0.01% 3768
2023
Q2 		$13K Buy
1,455
+35
+2% +$321 ﹤0.01% 3772
2023
Q1 		$14 Sell
1,420
-4,591
-76% -$50.5K ﹤0.01% 3700
2022
Q4 		$57K Buy
6,011
+4,387
+270% +$49.4K ﹤0.01% 3504
2022
Q3 		$20K Buy
1,624
+11
+0.7% +$295 ﹤0.01% 3583
2022
Q2 		$51K Buy
1,613
+23
+1% +$774 ﹤0.01% 3481
2022
Q1 		$58K Sell
1,590
-128
-7% -$4.81K ﹤0.01% 3567
2021
Q4 		$67K Buy
1,718
+477
+38% +$18.2K ﹤0.01% 3507
2021
Q3 		$46K Buy
1,241
+133
+12% +$5.29K ﹤0.01% 3503
2021
Q2 		$43K Buy
1,108
+9
+0.8% +$328 ﹤0.01% 3475
2021
Q1 		$40K Buy
1,099
+8
+0.7% +$301 ﹤0.01% 3350
2020
Q4 		$46K Buy
+1,091
New +$40.6K ﹤0.01% 3134

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

Commonwealth Equity Services's SQFT Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Presidio Property Trust (SQFT) in Q4 2024, closing a stake of 1,373 shares — an estimated $10K sold.

Commonwealth Equity Services first reported a position in SQFT in Q4 2020 and held it in 16 quarters. The position peaked at $67K in Q4 2021. 30 funds tracked by Wall St. Rank hold SQFT as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Presidio Property Trust position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,373 Presidio Property Trust shares in Q4 2024, an estimated $10K.
  • Commonwealth Equity Services first reported a position in Presidio Property Trust in Q4 2020 and held it in 16 quarters.
  • Commonwealth Equity Services's Presidio Property Trust position peaked at $67K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.