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EverSource Wealth Advisors’s Presidio Property Trust SQFT Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-5
Closed -$17 – 4496
2025
Q4 		$17 Buy
+5
New +$24 ﹤0.01% 4227

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

EverSource Wealth Advisors's SQFT Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Presidio Property Trust (SQFT) in Q1 2026, closing a stake of 5 shares — an estimated $17 sold.

EverSource Wealth Advisors first reported a position in SQFT in Q4 2025 and held it in 1 quarter. The position peaked at $17 in Q4 2025. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Presidio Property Trust position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5 Presidio Property Trust shares in Q1 2026, an estimated $17.
  • EverSource Wealth Advisors first reported a position in Presidio Property Trust in Q4 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Presidio Property Trust position peaked at $17 in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.