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Presidio Ppty Tr shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Presidio Ppty Tr (SQFT) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Presidio Ppty Tr

Tip: Access up to 7 years of quarterly data

All positions including Presidio Ppty Tr held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Presidio Ppty Tr by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2k 975 3.33

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Presidio Ppty Tr

Ketron Financial
IFP Advisors
Wells Fargo & Company
Advisor Group Holdings
SageView Advisory Group
AlphaCore Capital
CWM
UBS Group
Royal Bank of Canada
Tower Research Capital
Sound Income Strategies
EverSource Wealth Advisors

View all funds holding Presidio Ppty Tr