Position in PLD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$306,975
+$10,760 QoQ
Shares Held
2,266
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,257
of 1,716 holders
Holding Since
Mar 2020
26 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, 2026Forvis Mazars Wealth Advisors, LLC holds $984,842 across 2 REIT - Industrial names. PLD ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EGP |
Eastgroup Properties Inc
|
3,347 | $677,867 | |
| 2 | PLD |
Prologis, Inc.
This page
|
2,266 | $306,975 |
All Filings in PLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,975 | 2,266 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $296,215 | 2,241 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $255,447 | 2,001 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $229,727 | 2,006 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $219,490 | 2,088 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $233,193 | 2,086 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $272,811 | 2,581 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $368,611 | 2,919 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,682 | 2,330 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $319,429 | 2,453 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $235,407 | 1,766 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $314,973 | 2,807 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $425,158 | 3,467 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $336,754 | 2,699 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $303,807 | 2,695 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $220,878 | 2,174 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $301,419 | 2,562 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $559,043 | 3,462 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $619,228 | 3,678 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $461,331 | 3,678 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $337,552 | 2,824 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $275,494 | 2,599 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $793,193 | 7,959 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $781,414 | 7,766 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $820,557 | 8,792 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $652,765 | 8,122 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||