Creative Planning
SQFT icon

Creative Planning’s Presidio Property Trust SQFT Stock Holding History

Creative Planning’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
-1,347
Closed -$7.74K – 3786
2025
Q1 		$7.74K Buy
1,347
+118
+10% +$775 ﹤0.01% 3432
2024
Q4 		$9.83K Hold
1,229
– – ﹤0.01% 3383
2024
Q3 		$8.82K Hold
1,229
– – ﹤0.01% 3174
2024
Q2 		$8.56K Hold
1,229
– – ﹤0.01% 3018
2024
Q1 		$15K Hold
1,229
– – ﹤0.01% 2851
2023
Q4 		$12.7K Hold
1,229
– – ﹤0.01% 2709
2023
Q3 		$9.78K Hold
1,229
– – ﹤0.01% 2656
2023
Q2 		$11.1K Hold
1,229
– – ﹤0.01% 2541
2023
Q1 		$12.7K Hold
1,229
– – ﹤0.01% 2450
2022
Q4 		$11.7K Hold
1,229
– – ﹤0.01% 2345
2022
Q3 		$15K Hold
1,229
– – ﹤0.01% 2201
2022
Q2 		$39K Hold
1,229
– – ﹤0.01% 2085
2022
Q1 		$46K Hold
1,229
– – ﹤0.01% 2069
2021
Q4 		$48K Hold
1,229
– – ﹤0.01% 2002
2021
Q3 		$46K Hold
1,229
– – ﹤0.01% 2001
2021
Q2 		$48K Buy
1,229
+173
+16% +$6.31K ﹤0.01% 1939
2021
Q1 		$39K Buy
+1,056
New +$39.7K ﹤0.01% 2382

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

Creative Planning's SQFT Position: Q2 2025 in Review

Creative Planning sold out of Presidio Property Trust (SQFT) in Q2 2025, closing a stake of 1,347 shares — an estimated $7.74K sold.

Creative Planning first reported a position in SQFT in Q1 2021 and held it in 17 quarters. The position peaked at $48K in Q4 2021. 13 funds tracked by Wall St. Rank hold SQFT as of Q2 2025.

  • Creative Planning reported no remaining Presidio Property Trust position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 1,347 Presidio Property Trust shares in Q2 2025, an estimated $7.74K.
  • Creative Planning first reported a position in Presidio Property Trust in Q1 2021 and held it in 17 quarters.
  • Creative Planning's Presidio Property Trust position peaked at $48K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.