Position in FR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,671,521
+$191,550 QoQ
Shares Held
43,574
+1.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 484 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. FR ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
|
108,823 | $4,327,890 |
All Filings in FR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,671,521 | 43,574 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,479,971 | 42,869 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,695,298 | 47,063 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,688,226 | 52,229 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,505,551 | 52,058 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,668,969 | 49,462 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,547,656 | 50,821 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,214,064 | 39,551 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,301,241 | 48,437 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,437,120 | 46,386 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,529,529 | 48,026 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,333,718 | 49,038 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,545,091 | 48,349 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,266,586 | 42,605 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,642,336 | 34,031 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $998,904 | 22,292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,054,578 | 22,211 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,856,371 | 29,985 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,937,012 | 29,260 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,464,177 | 28,114 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,522,452 | 29,149 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,273,236 | 27,806 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $933,010 | 22,146 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $389,562 | 9,788 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||