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Ground Swell Capital’s Presidio Property Trust SQFT Stock Holding History

Ground Swell Capital’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
2023
Q4 		– Sell
-2,469
Closed -$19.7K – 117
2023
Q3 		$19.7K Sell
2,469
-412
-14% -$3.5K 0.03% 62
2023
Q2 		$26K Buy
2,881
+348
+14% +$3.19K 0.06% 36
2023
Q1 		$26.3K Sell
2,533
-1,053
-29% -$11.6K 0.04% 37
2022
Q4 		$35.9K Buy
3,586
+1,642
+84% +$18.5K 0.16% 48
2022
Q3 		$24K Buy
+1,944
New +$52.2K 0.07% 82

Other funds holding SQFT

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ground Swell Capital's SQFT Position: Q4 2023 in Review

Ground Swell Capital sold out of Presidio Property Trust (SQFT) in Q4 2023, closing a stake of 2,469 shares — an estimated $19.7K sold.

Ground Swell Capital first reported a position in SQFT in Q3 2022 and held it in 5 quarters. The position peaked at $35.9K in Q4 2022. 31 funds tracked by Wall St. Rank hold SQFT as of Q4 2023.

  • Ground Swell Capital reported no remaining Presidio Property Trust position as of Q4 2023 after selling out during the quarter.
  • Ground Swell Capital sold 2,469 Presidio Property Trust shares in Q4 2023, an estimated $19.7K.
  • Ground Swell Capital first reported a position in Presidio Property Trust in Q3 2022 and held it in 5 quarters.
  • Ground Swell Capital's Presidio Property Trust position peaked at $35.9K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.