Morgan Stanley
SQFT icon

Morgan Stanley’s Presidio Property Trust SQFT Stock Holding History

Morgan Stanley’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
2026
Q1 		$1.55K Hold
667
– – ﹤0.01% 7373
2025
Q4 		$2.22K Sell
667
-1,435
-68% -$6.91K ﹤0.01% 7225
2025
Q3 		$11.2K Buy
2,102
+50
+2% +$297 ﹤0.01% 6871
2025
Q2 		$10.7K Buy
2,052
+13
+0.6% +$74 ﹤0.01% 6843
2025
Q1 		$11.7K Hold
2,039
– – ﹤0.01% 6753
2024
Q4 		$16.3K Hold
2,039
– – ﹤0.01% 6634
2024
Q3 		$14.6K Hold
2,039
– – ﹤0.01% 6602
2024
Q2 		$14.2K Hold
2,039
– – ﹤0.01% 6562
2024
Q1 		$24.9K Sell
2,039
-2,040
-50% -$22.9K ﹤0.01% 6430
2023
Q4 		$42K Buy
4,079
+2,040
+100% +$16.7K ﹤0.01% 6435
2023
Q3 		$16.2K Hold
2,039
– – ﹤0.01% 6547
2023
Q2 		$18.4K Buy
2,039
+1,243
+156% +$11.4K ﹤0.01% 6599
2023
Q1 		$8.21K Hold
796
– – ﹤0.01% 6938
2022
Q4 		$7.57K Hold
796
– – ﹤0.01% 7032
2022
Q3 		$10K Sell
796
-253
-24% -$6.79K ﹤0.01% 7070
2022
Q2 		$33K Buy
1,049
+252
+32% +$8.48K ﹤0.01% 6802
2022
Q1 		$30K Buy
797
+130
+19% +$4.89K ﹤0.01% 6963
2021
Q4 		$26K Sell
667
-118
-15% -$4.51K ﹤0.01% 7112
2021
Q3 		$30K Buy
785
+667
+565% +$26.5K ﹤0.01% 6929
2021
Q2 		$5K Buy
+118
New +$4.3K ﹤0.01% 7397

Other funds holding SQFT

KF
Ketron Financial Novato, California $279M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morgan Stanley's SQFT Position: Q1 2026 in Review

Morgan Stanley held its Presidio Property Trust (SQFT) position steady in Q1 2026 at 667 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #7373.

Morgan Stanley first reported a position in SQFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $42K in Q4 2023. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • Morgan Stanley held 667 shares of Presidio Property Trust worth $1.55K as of Q1 2026.
  • Morgan Stanley left its Presidio Property Trust share count unchanged in Q1 2026.
  • Presidio Property Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7373 holding.
  • Morgan Stanley first reported a position in Presidio Property Trust in Q2 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Presidio Property Trust position peaked at $42K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.