Creative Planning - PRESIDIO PPTY TR INC ownership

PRESIDIO PPTY TR INC's ticker is SQFT and the CUSIP is 74102L303. A total of 24 filers reported holding PRESIDIO PPTY TR INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of PRESIDIO PPTY TR INC
ValueSharesWeighting
Q3 2023$9,780
-11.8%
12,2870.0%0.00%
Q2 2023$11,091
-12.5%
12,2870.0%0.00%
Q1 2023$12,674
+8.6%
12,2870.0%0.00%
Q4 2022$11,673
-22.2%
12,2870.0%0.00%
Q3 2022$15,000
-61.5%
12,2870.0%0.00%
Q2 2022$39,000
-15.2%
12,2870.0%0.00%
Q1 2022$46,000
-4.2%
12,2870.0%0.00%
Q4 2021$48,000
+4.3%
12,2870.0%0.00%
Q3 2021$46,000
-4.2%
12,2870.0%0.00%
Q2 2021$48,000
+23.1%
12,287
+16.4%
0.00%
Q1 2021$39,00010,5560.00%
Other shareholders
PRESIDIO PPTY TR INC shareholders Q1 2021
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 172,850$1,116,8530.15%
Redwood Wealth Management Group, LLC 56,916$45,3050.05%
Ground Swell Capital, LLC 24,687$19,6510.03%
Atria Wealth Solutions, Inc. 263,106$209,4320.00%
WealthPLAN Partners, LLC 22,367$17,8040.00%
Legacy Financial Group LLC 4,977$3,962,0000.00%
IFP Advisors, Inc 33,943$27,0210.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
GEODE CAPITAL MANAGEMENT, LLC 109,967$87,5690.00%
STATE STREET CORP 25,718$20,4720.00%
View complete list of PRESIDIO PPTY TR INC shareholders