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SageView Advisory Group’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

SageView Advisory Group’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,065
Closed -$332 – 2183
2025
Q4 		$332 Hold
11,065
– – ﹤0.01% 2476
2025
Q3 		$414 Sell
11,065
-4,135
-27% -$144 ﹤0.01% 643
2025
Q2 		$466 Sell
15,200
-1,767
-10% -$62 ﹤0.01% 615
2025
Q1 		$582 Hold
16,967
– – ﹤0.01% 598
2024
Q4 		$593 Buy
+16,967
New +$587 ﹤0.01% 589
2024
Q1 		– Sell
-13,119
Closed -$813 – 779
2023
Q4 		$813 Buy
+13,119
New +$459 ﹤0.01% 656

Other funds holding SQFTW

CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
KF
Ketron Financial Novato, California $322M AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SageView Advisory Group sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q1 2026, closing a stake of 11,065 shares — an estimated $332 sold.

SageView Advisory Group first reported a position in SQFTW in Q4 2023 and held it in 6 quarters. The position peaked at $813 in Q4 2023. 32 funds tracked by Wall St. Rank hold SQFTW as of Q1 2026.

  • SageView Advisory Group reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 11,065 Presidio Property Trust Inc Series A Warrants shares in Q1 2026, an estimated $332.
  • SageView Advisory Group first reported a position in Presidio Property Trust Inc Series A Warrants in Q4 2023 and held it in 6 quarters.
  • SageView Advisory Group's Presidio Property Trust Inc Series A Warrants position peaked at $813 in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q1 2026.

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