Position in PLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$970,236
+$160,370 QoQ
Shares Held
7,162
+16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#877
of 1,722 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $13,716,124 across 8 REIT - Industrial names. PLD ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STAG |
STAG Industrial, Inc.
|
280,862 | $10,689,607 | |
| 2 | PLD |
Prologis, Inc.
This page
|
7,162 | $970,236 | |
| 3 | PSA |
Public Storage
|
2,028 | $645,532 | |
| 4 | EGP |
Eastgroup Properties Inc
|
2,818 | $570,729 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
5,617 | $344,378 | |
| 6 | CUBE |
CubeSmart
|
7,019 | $279,145 | |
| 7 | EXR |
Extra Space Storage Inc.
|
1,490 | $216,497 | |
| 8 | 5,900 | $0 |
All Filings in PLD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,236 | 7,162 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $809,866 | 6,127 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $590,299 | 4,624 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $375,396 | 3,278 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $234,627 | 2,232 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $308,763 | 2,762 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $236,450 | 2,237 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $219,095 | 1,735 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $230,909 | 2,056 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $223,848 | 1,719 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $267,933 | 2,010 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $218,921 | 1,942 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $339,753 | 2,104 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $354,061 | 2,103 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||