Position in PLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,695,476
+$3,713,368 QoQ
Shares Held
80,916
+47.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $34,950,255 across 13 REIT - Industrial names. PLD ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
80,916 | $10,695,476 | |
| 2 | PSA |
Public Storage
|
24,505 | $6,637,914 | |
| 3 | EXR |
Extra Space Storage Inc.
|
35,925 | $4,710,845 | |
| 4 | LXP |
LXP Industrial Trust
|
92,364 | $4,272,758 | |
| 5 | EGP |
Eastgroup Properties Inc
|
12,152 | $2,249,213 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
26,286 | $1,520,645 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
|
37,922 | $1,148,278 | |
| 8 | STAG |
STAG Industrial, Inc.
|
30,547 | $1,101,524 |
All Filings in PLD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,695,476 | 80,916 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,982,108 | 54,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,584,109 | 48,761 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,559,580 | 43,375 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,286,660 | 47,291 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,151,896 | 39,280 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,521,202 | 35,803 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,699,951 | 166,503 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $22,760,242 | 174,783 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,089,043 | 60,683 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,642,607 | 59,198 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,994,079 | 57,034 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,857,733 | 54,963 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,846,741 | 51,865 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,233,976 | 41,673 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||