Position in PLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$29,261
+$9,038 QoQ
Shares Held
216
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,564
of 1,717 holders
Holding Since
Jun 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, 2026SUMMIT SECURITIES GROUP LLC holds $520,025 across 8 REIT - Industrial names. PLD ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
|
5,424 | $215,712 | |
| 2 | STAG |
STAG Industrial, Inc.
|
3,570 | $135,874 | |
| 3 | IIPR |
Innovative Industrial Properties Inc
|
1,000 | $61,980 | |
| 4 | LINE |
Lineage, Inc.
|
1,239 | $53,586 | |
| 5 | PLD |
Prologis, Inc.
This page
|
216 | $29,261 | |
| 6 | PSA |
Public Storage
|
37 | $11,777 | |
| 7 | EXR |
Extra Space Storage Inc.
|
49 | $7,119 | |
| 8 | COLD |
Americold Realty Trust
|
300 | $4,716 |
All Filings in PLD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,261 | 216 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,223 | 153 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $316,596 | 2,480 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $183,232 | 1,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $65,594 | 624 | Shares | Sole | 2025-08-12 | |
| 2024-03-31 | $1,041 | 8 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $266,600 | 2,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $148,014 | 1,207 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $225,833 | 1,810 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $274,159 | 2,432 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $182,004 | 1,547 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $49,412 | 306 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,073,800 | 6,378 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $246,112 | 2,059 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||