Position in MDV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$416,225
+$3,953 QoQ
Shares Held
23,921
-16.9% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 91 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDV 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. MDV ranks #15 (0.1% 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 MDV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,225 | 23,921 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $412,272 | 28,790 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $405,467 | 28,177 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $410,959 | 28,071 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $364,249 | 25,870 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $414,411 | 25,820 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $279,297 | 18,770 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $313,135 | 18,639 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||