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SageView Advisory Group’s Presidio Property Trust SQFT Stock Holding History

SageView Advisory Group’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
Q4 		$3.25K Buy
+975
New +$4.69K ﹤0.01% 2089
2025
Q2 		– Sell
-1,567
Closed -$9.01K – 639
2025
Q1 		$9.01K Hold
1,567
– – ﹤0.01% 597
2024
Q4 		$12.5K Buy
+1,567
New +$10.9K ﹤0.01% 588
2024
Q1 		– Sell
-1,312
Closed -$15.1K – 778
2023
Q4 		$15.1K Buy
+1,312
New +$10.7K ﹤0.01% 641

Other funds holding SQFT

KF
Ketron Financial Novato, California $279M 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
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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SageView Advisory Group's SQFT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Presidio Property Trust (SQFT) in Q4 2025: 975 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #2089 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SQFT as recently as Q1 2025.

SageView Advisory Group first reported a position in SQFT in Q4 2023 and has held it in 4 quarters since. The position peaked at $15.1K in Q4 2023. 15 funds tracked by Wall St. Rank hold SQFT as of Q4 2025.

  • SageView Advisory Group held 975 shares of Presidio Property Trust worth $3.25K as of Q4 2025.
  • Presidio Property Trust was a new SageView Advisory Group position in Q4 2025.
  • Presidio Property Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2089 holding.
  • SageView Advisory Group first reported a position in Presidio Property Trust in Q4 2023 and has held it in 4 quarters since.
  • SageView Advisory Group's Presidio Property Trust position peaked at $15.1K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.