KAS
SQFT icon

Kestra Advisory Services’s Presidio Property Trust SQFT Stock Holding History

Kestra Advisory Services’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
-2,043
Closed -$11.7K – 2975
2025
Q1 		$11.7K Sell
2,043
-6,430
-76% -$42.2K ﹤0.01% 2705
2024
Q4 		$67.8K Buy
8,473
+6,430
+315% +$44.6K ﹤0.01% 2592
2024
Q3 		$14.7K Sell
2,043
-4,097
-67% -$28K ﹤0.01% 2538
2024
Q2 		$42.8K Buy
6,140
+4,097
+201% +$35.8K ﹤0.01% 2567
2024
Q1 		$24.9K Buy
+2,043
New +$22.9K ﹤0.01% 2426
2023
Q2 		– Sell
-1,735
Closed -$17.9K – 2183
2023
Q1 		$17.9K Sell
1,735
-2,298
-57% -$25.3K ﹤0.01% 2027
2022
Q4 		$38.3K Sell
4,033
-963
-19% -$10.9K ﹤0.01% 2191
2022
Q3 		$62K Buy
4,996
+977
+24% +$26.2K ﹤0.01% 2017
2022
Q2 		$128K Sell
4,019
-187
-4% -$6.29K ﹤0.01% 1959
2022
Q1 		$156K Buy
4,206
+363
+9% +$13.6K ﹤0.01% 1895
2021
Q4 		$150K Buy
3,843
+10
+0.3% +$382 ﹤0.01% 1912
2021
Q3 		$145K Sell
3,833
-84
-2% -$3.34K ﹤0.01% 2022
2021
Q2 		$154K Buy
+3,917
New +$143K ﹤0.01% 1916
2021
Q1 		– Sell
-2,020
Closed -$79K – 2049
2020
Q4 		$79K Buy
+2,020
New +$75.1K ﹤0.01% 1796

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

Kestra Advisory Services's SQFT Position: Q2 2025 in Review

Kestra Advisory Services sold out of Presidio Property Trust (SQFT) in Q2 2025, closing a stake of 2,043 shares — an estimated $11.7K sold.

Kestra Advisory Services first reported a position in SQFT in Q4 2020 and held it in 14 quarters. The position peaked at $156K in Q1 2022. 13 funds tracked by Wall St. Rank hold SQFT as of Q2 2025.

  • Kestra Advisory Services reported no remaining Presidio Property Trust position as of Q2 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 2,043 Presidio Property Trust shares in Q2 2025, an estimated $11.7K.
  • Kestra Advisory Services first reported a position in Presidio Property Trust in Q4 2020 and held it in 14 quarters.
  • Kestra Advisory Services's Presidio Property Trust position peaked at $156K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.