UBS Group
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UBS Group’s Presidio Property Trust SQFT Stock Holding History

UBS 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 		$297 Sell
128
-324
-72% -$935 ﹤0.01% 9972
2025
Q4 		$1.5K Sell
452
-2,171
-83% -$10.4K ﹤0.01% 9557
2025
Q3 		$14K Buy
2,623
+2,615
+32,688% +$15.5K ﹤0.01% 8378
2025
Q2 		$42 Sell
8
-188
-96% -$1.08K ﹤0.01% 10064
2025
Q1 		$1.13K Sell
196
-866
-82% -$5.68K ﹤0.01% 9573
2024
Q4 		$8.5K Buy
+1,062
New +$7.37K ﹤0.01% 8408
2024
Q3 		– Sell
-676
Closed -$4.71K – 10033
2024
Q2 		$4.71K Sell
676
-187
-22% -$1.64K ﹤0.01% 8058
2024
Q1 		$10.5K Buy
863
+187
+28% +$2.1K ﹤0.01% 7226
2023
Q4 		$6.96K Sell
676
-10
-1% -$82 ﹤0.01% 7657
2023
Q3 		$5.46K Buy
+686
New +$5.83K ﹤0.01% 7369
2023
Q2 		– Sell
-408
Closed -$4.21K – 9599
2023
Q1 		$4.21K Buy
+408
New +$4.49K ﹤0.01% 8217
2022
Q4 		– Sell
-1,294
Closed -$16K – 11124
2022
Q3 		$16K Buy
+1,294
New +$34.7K ﹤0.01% 7706
2022
Q2 		– Sell
-133
Closed -$5K – 10906
2022
Q1 		$5K Sell
133
-127
-49% -$4.78K ﹤0.01% 9167
2021
Q4 		$10K Buy
+260
New +$9.94K ﹤0.01% 8799
2021
Q3 		– Sell
-224
Closed -$9K – 10052
2021
Q2 		$9K Buy
+224
New +$8.17K ﹤0.01% 8155

Other funds holding SQFT

KF
Ketron Financial Novato, California $279M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBS Group's SQFT Position: Q1 2026 in Review

UBS Group reduced its Presidio Property Trust (SQFT) stake by 72% in Q1 2026, selling an estimated $935 and leaving 128 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #9972.

UBS Group first reported a position in SQFT in Q2 2021 and has held it in 15 quarters since. The position peaked at $16K in Q3 2022. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • UBS Group held 128 shares of Presidio Property Trust worth $297 as of Q1 2026.
  • UBS Group sold 324 Presidio Property Trust shares in Q1 2026, an estimated $935.
  • Presidio Property Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9972 holding.
  • UBS Group first reported a position in Presidio Property Trust in Q2 2021 and has held it in 15 quarters since.
  • UBS Group's Presidio Property Trust position peaked at $16K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.