Corient Private Wealth
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Corient Private Wealth’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Corient Private Wealth’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,840
Closed -$446 – 2977
2025
Q4 		$446 Buy
+14,840
New +$478 ﹤0.01% 2640
2024
Q4 		– Sell
-17,700
Closed -$584 – 2525
2024
Q3 		$584 Buy
+17,700
New +$566 ﹤0.01% 2454

Other funds holding SQFTW

CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
KF
Ketron Financial Novato, California $322M AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth's SQFTW Position: Q1 2026 in Review

Corient Private Wealth sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q1 2026, closing a stake of 14,840 shares — an estimated $446 sold.

Corient Private Wealth first reported a position in SQFTW in Q3 2024 and held it in 2 quarters. The position peaked at $584 in Q3 2024. 32 funds tracked by Wall St. Rank hold SQFTW as of Q1 2026.

  • Corient Private Wealth reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 14,840 Presidio Property Trust Inc Series A Warrants shares in Q1 2026, an estimated $446.
  • Corient Private Wealth first reported a position in Presidio Property Trust Inc Series A Warrants in Q3 2024 and held it in 2 quarters.
  • Corient Private Wealth's Presidio Property Trust Inc Series A Warrants position peaked at $584 in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.