Smart Money Group’s Presidio Property Trust SQFT Stock Holding History

Smart Money 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
2021 Q4	–	Sell	-1,313	Closed	-$50K	–	69
2021 Q3	$50K	Buy	+1,313	New	+$52.2K	0.04%	64
2021 Q2	–	Sell	-1,720	Closed	-$63K	–	64
2021 Q1	$63K	Sell	1,720 -4,575	-73%	-$172K	0.05%	61
2020 Q4	$267K	Buy	+6,295	New	+$234K	0.22%	47

Other funds holding SQFT

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Smart Money Group's SQFT Position: Q4 2021 in Review

Smart Money Group sold out of Presidio Property Trust (SQFT) in Q4 2021, closing a stake of 1,313 shares — an estimated $50K sold.

Smart Money Group first reported a position in SQFT in Q4 2020 and held it in 3 quarters. The position peaked at $267K in Q4 2020. 39 funds tracked by Wall St. Rank hold SQFT as of Q4 2021.

Smart Money Group reported no remaining Presidio Property Trust position as of Q4 2021 after selling out during the quarter.
Smart Money Group sold 1,313 Presidio Property Trust shares in Q4 2021, an estimated $50K.
Smart Money Group first reported a position in Presidio Property Trust in Q4 2020 and held it in 3 quarters.
Smart Money Group's Presidio Property Trust position peaked at $267K in Q4 2020.
39 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2021.

Based on Smart Money Group's 13F filing for Q4 2021, filed 27 Jan 2022.