Wells Fargo
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Wells Fargo’s Presidio Property Trust SQFT Stock Holding History

Wells Fargo’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 		$3.51K Hold
1,514
– – ﹤0.01% 6183
2025
Q4 		$5.04K Hold
1,514
– – ﹤0.01% 6096
2025
Q3 		$8.07K Hold
1,514
– – ﹤0.01% 5983
2025
Q2 		$7.92K Sell
1,514
-2
-0.1% -$11 ﹤0.01% 6005
2025
Q1 		$8.71K Hold
1,516
– – ﹤0.01% 5916
2024
Q4 		$12.1K Hold
1,516
– – ﹤0.01% 5896
2024
Q3 		$10.9K Hold
1,516
– – ﹤0.01% 5776
2024
Q2 		$10.6K Sell
1,516
-8
-0.5% -$70 ﹤0.01% 5726
2024
Q1 		$18.6K Sell
1,524
-1,048
-41% -$11.7K ﹤0.01% 5597
2023
Q4 		$26.5K Buy
2,572
+1
+0% +$8 ﹤0.01% 5537
2023
Q3 		$20.5K Buy
2,571
+1,741
+210% +$14.8K ﹤0.01% 5592
2023
Q2 		$7.5K Buy
830
+1
+0.1% +$9 ﹤0.01% 5981
2023
Q1 		$8.55K Hold
829
– – ﹤0.01% 5911
2022
Q4 		$7.88K Buy
829
+821
+10,263% +$9.25K ﹤0.01% 5639
2022
Q3 		$0 Hold
8
– – ﹤0.01% 7315
2022
Q2 		$0 Buy
8
+1
+14% +$34 ﹤0.01% 7443
2022
Q1 		$0 Hold
7
– – ﹤0.01% 7763
2021
Q4 		$0 Sell
7
-37
-84% -$1.42K ﹤0.01% 7769
2021
Q3 		$1K Buy
44
+6
+16% +$238 ﹤0.01% 6791
2021
Q2 		$1K Hold
38
– – ﹤0.01% 6731
2021
Q1 		$1K Hold
38
– – ﹤0.01% 6764
2020
Q4 		$2K Buy
+38
New +$1.41K ﹤0.01% 6284

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wells Fargo's SQFT Position: Q1 2026 in Review

Wells Fargo held its Presidio Property Trust (SQFT) position steady in Q1 2026 at 1,514 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #6183.

Wells Fargo first reported a position in SQFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $26.5K in Q4 2023. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • Wells Fargo held 1,514 shares of Presidio Property Trust worth $3.51K as of Q1 2026.
  • Wells Fargo left its Presidio Property Trust share count unchanged in Q1 2026.
  • Presidio Property Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6183 holding.
  • Wells Fargo first reported a position in Presidio Property Trust in Q4 2020 and has held it in 22 quarters since.
  • Wells Fargo's Presidio Property Trust position peaked at $26.5K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.