Janney Montgomery Scott
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Janney Montgomery Scott’s Presidio Property Trust SQFT Stock Holding History

Janney Montgomery Scott’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
-1,350
Closed -$8K – 2820
2025
Q1 		$8K Hold
1,350
– – ﹤0.01% 2660
2024
Q4 		$11K Hold
1,350
– – ﹤0.01% 2676
2024
Q3 		$10K Hold
1,350
– – ﹤0.01% 2641
2024
Q2 		$9K Hold
1,350
– – ﹤0.01% 2590
2024
Q1 		$16K Buy
+1,350
New +$15.1K ﹤0.01% 2700

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

Janney Montgomery Scott's SQFT Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Presidio Property Trust (SQFT) in Q2 2025, closing a stake of 1,350 shares — an estimated $8K sold.

Janney Montgomery Scott first reported a position in SQFT in Q1 2024 and held it in 5 quarters. The position peaked at $16K in Q1 2024. 13 funds tracked by Wall St. Rank hold SQFT as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Presidio Property Trust position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 1,350 Presidio Property Trust shares in Q2 2025, an estimated $8K.
  • Janney Montgomery Scott first reported a position in Presidio Property Trust in Q1 2024 and held it in 5 quarters.
  • Janney Montgomery Scott's Presidio Property Trust position peaked at $16K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.