Investor profile - TX
David Held
David Held is a real estate investor and operator based in San Antonio, TX. Public filings show activity across 2 properties held through 11 holding companies. Recent mortgage relationships include Security State Bank, Castroville State Bank, and First United Bank.
David's Activity
As of December 2025, public records show approximately $14.6M in recorded mortgage exposure linked to this investor across at least 7 mortgage filings and 2 properties held through 11 holding companies. Activity appears concentrated in commercial and residential assets recorded between 2013 and 2025.
Associated People
Primary Geography
San Antonio, TX
ZIP codes: 75424 and 78148
Most recorded activity for this investor appears in UNIVERSAL CITY and BLUE RIDGE.
Property Type Breakdown
Associated Entities (11)
TX · 21 properties · 16 mortgages
TX · 0 properties · 3 mortgages
TX · 1 property · 2 mortgages
+8 more not shown
Mortgages (7)
Top Lenders
| Date | Amount | Status | Lender | Borrower | Address |
|---|---|---|---|---|---|
| 05/01/2024 | $5.9M | Open | Security State Bank | 13700 HWY 90 PARTNERS LTD | - |
| 09/19/2023 | $1.1M | Open | Security State Bank | 6920 GARDNER ROAD VAQUEROS LLC | - |
| 03/09/2021 | $7.0M | Open | Castroville State Bank | WISDOM RD PARTNERS LLC | - |
+4 more not shown
Owned Properties (2)
| Address | Deeded owner | Status | Consideration |
|---|---|---|---|
| 505 THE TRAILS DR, BLUE RIDGE, TX 75424 | CINDY HELD | Sold | $425k |
| 1005 PAT BOOKER RD, UNIVERSAL CITY, TX 78148 | 1005 PAT BOOKER LP | Owns - 12.7 yrs | $310k |
+0 more not shown
FAQ
What type of real estate does this investor focus on?
Associated mortgages and deeds show activity in commercial and residential properties across San Antonio, TX.
What companies is David Held associated with?
David Held is associated with 11 entities based on extracted signatures from public records. Key entities include MOAT MANAGEMENT LLC, WISDOM RD PARTNERS LLC, 1005 PAT BOOKER LP, 6920 GARDNER ROAD VAQUEROS LLC, and HONDO MOBILE PARTNERS LLC.
How many properties are associated with this investor?
At least 2 properties are associated with David Held and the entities they control, based on signatures extracted from recorded documents connecting David Held to the entities.
Which lenders has this investor worked with?
Recent mortgage activity references Security State Bank, Castroville State Bank, and First United Bank, indicating a mix of lending relationships.
How recent is their activity?
Records show activity from 2013 through 2025, with the most recent mortgage recorded in 2024.
How is associated activity determined?
Elementix uses AI to extract signatures from recorded documents. These signatures are used to determine the relationships between people and entities. This is a novel approach that goes beyond looking at corporate filings and skip-tracing.
The information displayed on this page is compiled from recorded real estate documents, business filings, and other lawfully available sources. Elementix summarizes and analyzes public record activity related to investment real estate and associated business entities. Any contact indicators shown (such as email domain references or partial phone digits) are provided solely as unverified signals and may be incomplete or outdated.
Elementix is not a consumer reporting agency, and this information does not constitute a consumer report. The data may not be used to make decisions about an individual's eligibility for personal credit, consumer housing, employment, insurance, or any other purpose governed by the Fair Credit Reporting Act.
Elementix may suppress certain contact indicators where legally required or where appropriate for safety or privacy reasons. Requests for removal, suppression, or correction of information must be submitted to compliance@elementix.ai. Elementix reviews such requests only where required by applicable law or where information is factually inaccurate. General objections or unsupported demands do not create a removal obligation.