Northwestern Mutual Wealth Management
SQFT icon

Northwestern Mutual Wealth Management’s Presidio Property Trust SQFT Stock Holding History

Northwestern Mutual Wealth 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
2024
Q3 		– Sell
-197
Closed -$1.38K – 3829
2024
Q2 		$1.38K Hold
197
– – ﹤0.01% 3169
2024
Q1 		$2.41K Hold
197
– – ﹤0.01% 3011
2023
Q4 		$2.03K Hold
197
– – ﹤0.01% 3051
2023
Q3 		$1.57K Hold
197
– – ﹤0.01% 2989
2023
Q2 		$1.78K Buy
+197
New +$1.8K ﹤0.01% 3005

Other funds holding SQFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's SQFT Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Presidio Property Trust (SQFT) in Q3 2024, closing a stake of 197 shares — an estimated $1.38K sold.

Northwestern Mutual Wealth Management first reported a position in SQFT in Q2 2023 and held it in 5 quarters. The position peaked at $2.41K in Q1 2024. 25 funds tracked by Wall St. Rank hold SQFT as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Presidio Property Trust position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 197 Presidio Property Trust shares in Q3 2024, an estimated $1.38K.
  • Northwestern Mutual Wealth Management first reported a position in Presidio Property Trust in Q2 2023 and held it in 5 quarters.
  • Northwestern Mutual Wealth Management's Presidio Property Trust position peaked at $2.41K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.