OSAIC HOLDINGS, INC. SQFT PRESIDIO PPTY TR INC

Ownership history in OSAIC HOLDINGS, INC.  ·  21 quarters on record

AI Ownership Summary

OSAIC HOLDINGS, INC. reported PRESIDIO PPTY TR INC (SQFT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows SQFT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SQFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSAIC HOLDINGS, INC.'s position in PRESIDIO PPTY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SQFT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OSAIC HOLDINGS, INC. held SQFT — position size vs. price
% of Fund (quarterly)    SQFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,258 +812 +182.1% 0.00% $4K 2026-02-14 (Est.) $3.00
2025 Q3 REDUCED 96.6% -31.1% 446 -12,812 -96.6% 0.00% $2K 2025-11-14 $4.72
2025 Q2 REDUCED 49.7% +7.3% 13,258 -13,119 -49.7% 0.00% $11K 2025-08-13 $5.29
2025 Q1 ADDED 26,377 +18,755 +246.1% 0.00% $15K 2025-05-12 $6.30
2024 Q4 REDUCED 42.5% -28.1% 7,622 -5,636 -42.5% 0.00% $5K 2025-02-07 $6.70
2024 Q3 REDUCED 45.6% +10.7% 13,258 -11,120 -45.6% 0.00% $10K 2024-11-13 $6.83
2024 Q2 REDUCED 24,378 -679 -2.7% 0.00% $17K 2024-08-13 $6.50
2024 Q1 REDUCED 25,057 -1,050 -4.0% 0.00% $31K 2024-05-10 $8.80
2023 Q4 REDUCED 39.2% +14.6% 26,107 -16,831 -39.2% 0.00% $26K 2024-02-12 $10.20
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SQFT

As of 2026 Q1 — sorted by position size

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FAQ About OSAIC HOLDINGS, INC. and SQFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has OSAIC HOLDINGS, INC. reported owning SQFT?

OSAIC HOLDINGS, INC. reported SQFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SQFT position in OSAIC HOLDINGS, INC.'s portfolio?

The largest reported portfolio weight for SQFT was 0.00% in 2024 Q1.

What is the latest reported SQFT position on this page?

The most recent filing on this page is 2025 Q4, when OSAIC HOLDINGS, INC. reported 1,258 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this SQFT ownership page compare?

The chart compares OSAIC HOLDINGS, INC.'s quarterly SQFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OSAIC HOLDINGS, INC. time their SQFT position?

Based on 13F filing dates vs. subsequent SQFT price moves, OSAIC HOLDINGS, INC. correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on SQFT relative to SPY over the holding period was -40.6%.

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