WealthPlan Investment Management’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

WealthPlan Investment Management’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
2025 Q3	–	Sell	-10,240	Closed	-$345	–	362
2025 Q2	$345	Sell	10,240 -4,674	-31%	-$164	﹤0.01%	344
2025 Q1	$512	Hold	14,914	–	–	﹤0.01%	268
2024 Q4	$521	Sell	14,914 -5,248	-26%	-$182	﹤0.01%	262
2024 Q3	$666	Buy	+20,162	New	+$645	﹤0.01%	247
2023 Q1	–	Sell	-32,982	Closed	-$2.76K	–	562
2022 Q4	$2.76K	Hold	32,982	–	–	﹤0.01%	394
2022 Q3	$2K	Buy	+32,982	New	+$5.1K	﹤0.01%	373
2022 Q1	$12K	Buy	+63,582	New	+$13.9K	﹤0.01%	380

Other funds holding SQFTW

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

WealthPlan Investment Management's SQFTW Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q3 2025, closing a stake of 10,240 shares — an estimated $345 sold.

WealthPlan Investment Management first reported a position in SQFTW in Q1 2022 and held it in 7 quarters. The position peaked at $12K in Q1 2022. 34 funds tracked by Wall St. Rank hold SQFTW as of Q3 2025.

WealthPlan Investment Management reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q3 2025 after selling out during the quarter.
WealthPlan Investment Management sold 10,240 Presidio Property Trust Inc Series A Warrants shares in Q3 2025, an estimated $345.
WealthPlan Investment Management first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2022 and held it in 7 quarters.
WealthPlan Investment Management's Presidio Property Trust Inc Series A Warrants position peaked at $12K in Q1 2022.
34 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.