Position in PLD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$55,407
-$7,510 QoQ
Shares Held
409
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,515
of 1,717 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $340,294 across 2 REIT - Industrial names. PLD ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
895 | $284,887 | |
| 2 | PLD |
Prologis, Inc.
This page
|
409 | $55,407 |
All Filings in PLD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,407 | 409 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $62,917 | 476 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $48,383 | 379 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $48,671 | 425 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $44,676 | 425 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $47,510 | 425 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $44,922 | 425 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $53,669 | 425 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $47,731 | 425 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $55,343 | 425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,718 | 433 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,494 | 450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,117 | 425 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $76,733 | 615 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $77,783 | 690 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $70,104 | 690 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $85,296 | 725 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $133,221 | 825 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $138,897 | 825 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $109,751 | 875 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $123,713 | 1,035 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||