WealthPLAN Partners, LLC - PRESIDIO PPTY TR INC ownership

PRESIDIO PPTY TR INC's ticker is SQFT and the CUSIP is 74102L303. A total of 31 filers reported holding PRESIDIO PPTY TR INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of PRESIDIO PPTY TR INC
ValueSharesWeighting
Q4 2023$23,038
+29.4%
22,3670.0%0.00%0.0%
Q3 2023$17,804
-12.9%
22,367
-1.2%
0.00%
-33.3%
Q2 2023$20,443
-22.7%
22,647
-11.7%
0.00%0.0%
Q1 2023$26,460
-11.8%
25,6520.0%0.00%
+50.0%
Q4 2022$30,012
-85.5%
25,652
-57.4%
0.00%
-85.7%
Q1 2022$207,000
-5.5%
60,193
+0.2%
0.01%0.0%
Q4 2021$219,000
-13.4%
60,092
-13.7%
0.01%
-17.6%
Q3 2021$253,000
-13.7%
69,657
-10.6%
0.02%
-19.0%
Q2 2021$293,000
-30.2%
77,897
-39.7%
0.02%
-36.4%
Q1 2021$420,000
-15.7%
129,265
-2.2%
0.03%
-21.4%
Q4 2020$498,000132,1810.04%
Other shareholders
PRESIDIO PPTY TR INC shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Wealth Management Inc. 13,530$50,0000.03%
Atria Wealth Solutions, Inc. 341,261$1,266,0000.02%
WealthPlan Investment Management, LLC 60,193$207,0000.01%
WealthPLAN Partners, LLC 60,193$207,0000.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,000$37,0000.01%
IFP Advisors, Inc 111,654$531,0000.01%
Virtu Financial LLC 22,035$82,0000.01%
Asset Dedication, LLC 9,041$34,0000.00%
Lake Point Wealth Management 1,792$7,0000.00%
Prospera Financial Services Inc 14,123$52,0000.00%
View complete list of PRESIDIO PPTY TR INC shareholders