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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
2026
Q1 		– Sell
-975
Closed -$3.25K – 2182
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 $322M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SageView Advisory Group's SQFT Position: Q1 2026 in Review

SageView Advisory Group sold out of Presidio Property Trust (SQFT) in Q1 2026, closing a stake of 975 shares — an estimated $3.25K sold.

SageView Advisory Group first reported a position in SQFT in Q4 2023 and held it in 4 quarters. The position peaked at $15.1K in Q4 2023. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • SageView Advisory Group reported no remaining Presidio Property Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 975 Presidio Property Trust shares in Q1 2026, an estimated $3.25K.
  • SageView Advisory Group first reported a position in Presidio Property Trust in Q4 2023 and held it in 4 quarters.
  • SageView Advisory Group's Presidio Property Trust position peaked at $15.1K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.