Prospera Financial Services’s Presidio Property Trust SQFT Stock Holding History

Prospera Financial Services’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	-1,103	Closed	-$7.68K	–	1192
2024 Q2	$7.68K	Hold	1,103	–	–	﹤0.01%	1132
2024 Q1	$13.4K	Hold	1,103	–	–	﹤0.01%	1089
2023 Q4	$11.4K	Hold	1,103	–	–	﹤0.01%	1045
2023 Q3	$8.78K	Hold	1,103	–	–	﹤0.01%	1002
2023 Q2	$9.95K	Hold	1,103	–	–	﹤0.01%	1001
2023 Q1	$11.4K	Hold	1,103	–	–	﹤0.01%	953
2022 Q4	$10.5K	Buy	+1,103	New	+$12.4K	﹤0.01%	888
2022 Q2	–	Sell	-1,412	Closed	-$52K	–	2486
2022 Q1	$52K	Hold	1,412	–	–	﹤0.01%	1371
2021 Q4	$55K	Hold	1,412	–	–	﹤0.01%	858
2021 Q3	$53K	Hold	1,412	–	–	﹤0.01%	786
2021 Q2	$56K	Hold	1,412	–	–	﹤0.01%	783
2021 Q1	$52K	Buy	+1,412	New	+$53.1K	﹤0.01%	737

Other funds holding SQFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's SQFT Position: Q3 2024 in Review

Prospera Financial Services sold out of Presidio Property Trust (SQFT) in Q3 2024, closing a stake of 1,103 shares — an estimated $7.68K sold.

Prospera Financial Services first reported a position in SQFT in Q1 2021 and held it in 12 quarters. The position peaked at $56K in Q2 2021. 25 funds tracked by Wall St. Rank hold SQFT as of Q3 2024.

Prospera Financial Services reported no remaining Presidio Property Trust position as of Q3 2024 after selling out during the quarter.
Prospera Financial Services sold 1,103 Presidio Property Trust shares in Q3 2024, an estimated $7.68K.
Prospera Financial Services first reported a position in Presidio Property Trust in Q1 2021 and held it in 12 quarters.
Prospera Financial Services's Presidio Property Trust position peaked at $56K in Q2 2021.
25 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.