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Presidio Ppty Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Presidio Ppty Tr (SQFT) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Presidio Ppty Tr

Tip: Access up to 7 years of quarterly data

All positions including Presidio Ppty Tr held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Presidio Ppty Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 20k 0.72
2023-09-30 $18k 22k 0.80
2022-12-31 $29k 26k 1.14
2022-09-30 $37k 26k 1.44
2022-03-31 $217k 60k 3.61

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View all positions for WealthPlan Investment Management

Top funds holding Presidio Ppty Tr

Vanguard Group
Geode Capital Management
Atria Wealth Solutions
Renaissance Technologies
Susquehanna International
Citadel Advisors
Northern Trust
IFP Advisors
Kestra Advisory Services
Morgan Stanley
WealthPlan Investment Management
Two Sigma Securities
Wells Fargo & Company
Commonwealth Equity Services
Janney Montgomery Scott

View all funds holding Presidio Ppty Tr