Osaic Holdings
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Osaic Holdings’s Presidio Property Trust SQFT Stock Holding History

Osaic Holdings’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 		$2.34K Sell
1,009
-249
-20% -$719 ﹤0.01% 6995
2025
Q4 		$4.19K Buy
1,258
+812
+182% +$3.91K ﹤0.01% 6800
2025
Q3 		$2.23K Hold
446
– – ﹤0.01% 7104
2025
Q2 		$2.33K Sell
446
-2,192
-83% -$12.5K ﹤0.01% 6878
2025
Q1 		$15.2K Buy
2,638
+1,312
+99% +$8.61K ﹤0.01% 5541
2024
Q4 		$10.6K Hold
1,326
– – ﹤0.01% 5766
2024
Q3 		$9.53K Sell
1,326
-1,112
-46% -$7.61K ﹤0.01% 5844
2024
Q2 		$17K Sell
2,438
-68
-3% -$595 ﹤0.01% 5455
2024
Q1 		$30.6K Sell
2,506
-105
-4% -$1.18K ﹤0.01% 5088
2023
Q4 		$26K Sell
2,611
-1,683
-39% -$13.8K ﹤0.01% 5342
2023
Q3 		$34.2K Sell
4,294
-190
-4% -$1.61K ﹤0.01% 5244
2023
Q2 		$40.5K Buy
4,484
+562
+14% +$5.15K ﹤0.01% 5074
2023
Q1 		$40.5K Sell
3,922
-216
-5% -$2.38K ﹤0.01% 5094
2022
Q4 		$39.1K Buy
4,138
+424
+11% +$4.78K ﹤0.01% 5105
2022
Q3 		$47K Sell
3,714
-1,187
-24% -$31.9K ﹤0.01% 4961
2022
Q2 		$157K Buy
4,901
+96
+2% +$3.23K ﹤0.01% 4027
2022
Q1 		$179K Buy
4,805
+482
+11% +$18.1K ﹤0.01% 4128
2021
Q4 		$169K Sell
4,323
-1,083
-20% -$41.4K ﹤0.01% 4110
2021
Q3 		$204K Buy
5,406
+2,044
+61% +$81.2K ﹤0.01% 3880
2021
Q2 		$132K Sell
3,362
-356
-10% -$13K ﹤0.01% 4238
2021
Q1 		$137K Buy
3,718
+322
+9% +$12.1K ﹤0.01% 4097
2020
Q4 		$144K Buy
+3,396
New +$126K ﹤0.01% 3765

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
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings's SQFT Position: Q1 2026 in Review

Osaic Holdings reduced its Presidio Property Trust (SQFT) stake by 20% in Q1 2026, selling an estimated $719 and leaving 1,009 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #6995.

Osaic Holdings first reported a position in SQFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $204K in Q3 2021. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • Osaic Holdings held 1,009 shares of Presidio Property Trust worth $2.34K as of Q1 2026.
  • Osaic Holdings sold 249 Presidio Property Trust shares in Q1 2026, an estimated $719.
  • Presidio Property Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6995 holding.
  • Osaic Holdings first reported a position in Presidio Property Trust in Q4 2020 and has held it in 22 quarters since.
  • Osaic Holdings's Presidio Property Trust position peaked at $204K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.