LPL Financial
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LPL Financial’s Presidio Property Trust SQFT Stock Holding History

LPL Financial’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
-1,473
Closed -$8.47K – 5673
2025
Q1 		$8.47K Buy
1,473
+262
+22% +$1.72K ﹤0.01% 5323
2024
Q4 		$9.69K Sell
1,211
-61
-5% -$423 ﹤0.01% 5255
2024
Q3 		$9.13K Sell
1,272
-211
-14% -$1.44K ﹤0.01% 5131
2024
Q2 		$10.3K Hold
1,483
– – ﹤0.01% 4978
2024
Q1 		$18.1K Buy
+1,483
New +$16.6K ﹤0.01% 4851

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

LPL Financial's SQFT Position: Q2 2025 in Review

LPL Financial sold out of Presidio Property Trust (SQFT) in Q2 2025, closing a stake of 1,473 shares — an estimated $8.47K sold.

LPL Financial first reported a position in SQFT in Q1 2024 and held it in 5 quarters. The position peaked at $18.1K in Q1 2024. 13 funds tracked by Wall St. Rank hold SQFT as of Q2 2025.

  • LPL Financial reported no remaining Presidio Property Trust position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 1,473 Presidio Property Trust shares in Q2 2025, an estimated $8.47K.
  • LPL Financial first reported a position in Presidio Property Trust in Q1 2024 and held it in 5 quarters.
  • LPL Financial's Presidio Property Trust position peaked at $18.1K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.