Creative Planning - PRESIDIO PPTY TR INC ownership

PRESIDIO PPTY TR INC's ticker is SQFT and the CUSIP is 74102L303. A total of 32 filers reported holding PRESIDIO PPTY TR INC in Q3 2022. 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 Q3 2022
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 39,031$147,0000.10%
Midwest Wealth Management Inc. 39,031$147,0000.10%
Smart Money Group LLC 13,133$50,0000.04%
WealthPLAN Partners, LLC 69,657$253,0000.02%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 22,354$84,0000.01%
Asset Dedication, LLC 9,041$34,0000.00%
Sigma Planning Corp 27,352$103,0000.00%
Prospera Financial Services Inc 14,123$53,0000.00%
Lake Point Wealth Management 1,792$7,0000.00%
IFP Advisors, Inc 27,122$101,0000.00%
View complete list of PRESIDIO PPTY TR INC shareholders