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Lepercq De Neuflize Asset Management’s Presidio Property Trust SQFT Stock Holding History

Lepercq De Neuflize Asset Management’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
Q3 		– Sell
-14,412
Closed -$75.4K – 12
2025
Q2 		$75.4K Buy
14,412
+999
+7% +$5.72K 0.05% 7
2025
Q1 		$77.1K Hold
13,413
– – 0.07% 7
2024
Q4 		$107K Buy
+13,413
New +$93.1K 0.08% 7

Other funds holding SQFT

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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

Lepercq De Neuflize Asset Management's SQFT Position: Q3 2025 in Review

Lepercq De Neuflize Asset Management sold out of Presidio Property Trust (SQFT) in Q3 2025, closing a stake of 14,412 shares — an estimated $75.4K sold.

Lepercq De Neuflize Asset Management first reported a position in SQFT in Q4 2024 and held it in 3 quarters. The position peaked at $107K in Q4 2024. 14 funds tracked by Wall St. Rank hold SQFT as of Q3 2025.

  • Lepercq De Neuflize Asset Management reported no remaining Presidio Property Trust position as of Q3 2025 after selling out during the quarter.
  • Lepercq De Neuflize Asset Management sold 14,412 Presidio Property Trust shares in Q3 2025, an estimated $75.4K.
  • Lepercq De Neuflize Asset Management first reported a position in Presidio Property Trust in Q4 2024 and held it in 3 quarters.
  • Lepercq De Neuflize Asset Management's Presidio Property Trust position peaked at $107K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2025.

Based on Lepercq De Neuflize Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.