Position in PLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,836
+$6,626 QoQ
Shares Held
2,014
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,301
of 1,715 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Evercore Wealth Management, LLC holds $646,531 across 2 REIT - Industrial names. PLD ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
1,174 | $373,695 | |
| 2 | PLD |
Prologis, Inc.
This page
|
2,014 | $272,836 |
All Filings in PLD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,836 | 2,014 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,210 | 2,014 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $293,645 | 2,255 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $307,922 | 2,310 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $252,808 | 2,253 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $270,888 | 2,209 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $282,353 | 2,263 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $252,289 | 2,238 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $211,181 | 1,795 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $264,827 | 1,640 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $275,436 | 1,636 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $205,203 | 1,636 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||