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WealthPlan Investment Management’s Presidio Property Trust SQFT Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-1,491
Closed -$8.58K – 352
2025
Q1 		$8.58K Hold
1,491
– – ﹤0.01% 267
2024
Q4 		$11.9K Sell
1,491
-525
-26% -$3.64K ﹤0.01% 261
2024
Q3 		$14.5K Buy
+2,016
New +$13.8K ﹤0.01% 246
2023
Q1 		– Sell
-2,565
Closed -$29.2K – 561
2022
Q4 		$29.2K Hold
2,565
– – ﹤0.01% 388
2022
Q3 		$28K Buy
+2,565
New +$68.9K ﹤0.01% 367
2022
Q1 		$207K Buy
+6,019
New +$226K 0.01% 366

Other funds holding SQFT

LDNAM
Lepercq De Neuflize Asset Management New York $138M AUM 15.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

WealthPlan Investment Management's SQFT Position: Q2 2025 in Review

WealthPlan Investment Management sold out of Presidio Property Trust (SQFT) in Q2 2025, closing a stake of 1,491 shares — an estimated $8.58K sold.

WealthPlan Investment Management first reported a position in SQFT in Q1 2022 and held it in 6 quarters. The position peaked at $207K in Q1 2022. 13 funds tracked by Wall St. Rank hold SQFT as of Q2 2025.

  • WealthPlan Investment Management reported no remaining Presidio Property Trust position as of Q2 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,491 Presidio Property Trust shares in Q2 2025, an estimated $8.58K.
  • WealthPlan Investment Management first reported a position in Presidio Property Trust in Q1 2022 and held it in 6 quarters.
  • WealthPlan Investment Management's Presidio Property Trust position peaked at $207K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2025.

Based on WealthPlan Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.