Security key
74102L303
Presidio Property Trust, Inc. - Series A Common Stock (SQFT)
CUSIP: 74102L303
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / Series A Common Stock
- Total 13F shares
- 388,231
- Total 13F value
- $1,370,000
- Share change
- +49,005
- SEC-reported price per share
- $3.65
- Number of holders
- 20
- Value change
- +$165,310
- Number of buys
- 16
- Number of sells
- 7
- Shares outstanding
- 1,562,382
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
20
Top holders
10
SQFT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
Presidio Property Trust, Inc. SEC filings
Presidio Property Trust, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 74102L303
Recent filing periods:
Ownership snapshot
Top reported holders of SQFT - Presidio Property Trust, Inc. - Series A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WealthPLAN Partners, LLC
Disclosed value leader
WealthPLAN Partners, LLC
Comparable rows
13/13
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 8.5%
Showing 1-6 of 13 holder rows.
Quick read
WealthPLAN Partners, LLC leads the comparable SEC ownership view at 8.5%.
13 of 13 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WealthPLAN Partners, LLC's linked filing trail.
Comparable ownership
Top 5
WealthPLAN Partners, LLC
8.5%
Smart Money Group LLC
4%
Cetera Investment Advisers
2.4%
OSAIC HOLDINGS, INC.
2.2%
IFP Advisors, Inc
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 13 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC |
13F
Company
|
8.5%
|
$498,000
132,181 shares
|
— | 31 Dec 2020 |
| Smart Money Group LLC |
13F
Company
|
4%
|
$267,000
62,945 shares
|
— | 31 Dec 2020 |
| Cetera Investment Advisers |
13F
Company
|
2.4%
|
$158,000
37,236 shares
|
— | 31 Dec 2020 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
2.2%
|
$144,000
33,956 shares
|
— | 31 Dec 2020 |
| IFP Advisors, Inc |
13F
Company
|
1.3%
|
$88,000
20,795 shares
|
— | 31 Dec 2020 |
| Kestra Advisory Services, LLC |
13F
Company
|
1.3%
|
$79,000
20,198 shares
|
— | 31 Dec 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
20
Shares
388,231
Rows available
20
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
11
Q1 2021 holders
20
Holder diff
9
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend