CX Institutional’s Presidio Property Trust SQFT Stock Holding History

CX Institutional’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
2026 Q2	$1K	Buy	+212	New	+$628	﹤0.01%	1553
2025 Q4	–	Sell	-464	Closed	-$2K	–	1587
2025 Q3	$2K	Hold	464	–	–	﹤0.01%	1319
2025 Q2	$2K	Sell	464 -2	-0.4%	-$11	﹤0.01%	1161
2025 Q1	$3K	Buy	+466	New	+$3.06K	﹤0.01%	1120
2021 Q4	–	Sell	-329	Closed	-$12K	–	819
2021 Q3	$12K	Sell	329 -276	-46%	-$11K	﹤0.01%	811
2021 Q2	$24K	Buy	605 +222	+58%	+$8.09K	﹤0.01%	706
2021 Q1	$14K	Buy	+383	New	+$14.4K	﹤0.01%	727

Other funds holding SQFT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional's SQFT Position: Q2 2026 in Review

CX Institutional opened a new position in Presidio Property Trust (SQFT) in Q2 2026: 212 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: CX Institutional previously reported a position in SQFT as recently as Q3 2025.

CX Institutional first reported a position in SQFT in Q1 2021 and has held it in 7 quarters since. The position peaked at $24K in Q2 2021. 3 funds tracked by Wall St. Rank hold SQFT as of Q2 2026.

CX Institutional held 212 shares of Presidio Property Trust worth $1K as of Q2 2026.
Presidio Property Trust was a new CX Institutional position in Q2 2026.
Presidio Property Trust made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1553 holding.
CX Institutional first reported a position in Presidio Property Trust in Q1 2021 and has held it in 7 quarters since.
CX Institutional's Presidio Property Trust position peaked at $24K in Q2 2021.
3 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.