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 Q3	–	Sell	-212	Closed	-$1K	–	1731
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 $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's SQFT Position: Q3 2026 in Review

CX Institutional sold out of Presidio Property Trust (SQFT) in Q3 2026, closing a stake of 212 shares — an estimated $1K sold.

CX Institutional first reported a position in SQFT in Q1 2021 and held it in 7 quarters. The position peaked at $24K in Q2 2021. 2 funds tracked by Wall St. Rank hold SQFT as of Q3 2026.

CX Institutional reported no remaining Presidio Property Trust position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 212 Presidio Property Trust shares in Q3 2026, an estimated $1K.
CX Institutional first reported a position in Presidio Property Trust in Q1 2021 and held it in 7 quarters.
CX Institutional's Presidio Property Trust position peaked at $24K in Q2 2021.
2 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.