Position in PLD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,743,154
+$247,565 QoQ
Shares Held
49,776
+1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#438
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,762,653 across 8 REIT - Industrial names. PLD ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
49,776 | $6,743,154 | |
| 2 | PSA |
Public Storage
|
4,477 | $1,425,073 | |
| 3 | EXR |
Extra Space Storage Inc.
|
8,071 | $1,172,716 | |
| 4 | EGP |
Eastgroup Properties Inc
|
4,401 | $891,334 | |
| 5 | LINE |
Lineage, Inc.
|
17,449 | $754,669 | |
| 6 | CUBE |
CubeSmart
|
7,328 | $291,434 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,694 | $287,789 | |
| 8 | COLD |
Americold Realty Trust
|
12,499 | $196,484 |
All Filings in PLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,743,154 | 49,776 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $6,495,589 | 49,142 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,153,594 | 48,203 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,396,067 | 47,119 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,771,922 | 45,395 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,374,824 | 57,025 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,646,811 | 53,423 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,269,560 | 57,567 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,377,523 | 56,785 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,218,875 | 55,436 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,300,707 | 54,769 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,389,237 | 56,940 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,305,362 | 67,727 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,460,279 | 67,807 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $7,724,146 | 68,519 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $6,497,726 | 63,954 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,732,806 | 74,227 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $11,777,543 | 72,935 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,612,857 | 74,916 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,361,217 | 74,633 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,556,555 | 71,585 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,349,828 | 69,338 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,265,923 | 62,873 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $8,302,357 | 82,512 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,242,718 | 88,318 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,729,621 | 83,733 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||