Position in PLD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$351,815
+$5,636 QoQ
Shares Held
2,597
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,192
of 1,715 holders
Holding Since
Jun 2020
13 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, 2026Transamerica Financial Advisors, LLC holds $718,397 across 12 REIT - Industrial names. PLD ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
2,597 | $351,815 | |
| 2 | PSA |
Public Storage
|
984 | $313,217 | |
| 3 | EXR |
Extra Space Storage Inc.
|
150 | $21,795 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
303 | $18,576 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
264 | $8,844 | |
| 6 | LXP |
LXP Industrial Trust
|
23 | $1,239 | |
| 7 | TRNO |
Terreno Realty Corp
|
17 | $1,101 | |
| 8 | LINE |
Lineage, Inc.
|
13 | $562 |
All Filings in PLD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,815 | 2,597 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $346,179 | 2,619 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,575 | 2,096 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $206,365 | 1,802 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $101 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,882 | 84 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $93 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||