Position in PLD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$61,311,559
+$6,977,805 QoQ
Shares Held
463,849
+9.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5051201897165032.ToString("F0")%
Shared 0.ToString("F0")%
None 99.49487981028349.ToString("F0")%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Creative Planning holds $126,915,067 across 16 REIT - Industrial names. PLD ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
463,849 | $61,311,559 | |
| 2 | EGP |
Eastgroup Properties Inc
|
71,589 | $13,250,408 | |
| 3 | EXR |
Extra Space Storage Inc.
|
77,728 | $10,192,472 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
247,759 | $8,109,152 | |
| 5 | PSA |
Public Storage
|
26,146 | $7,082,428 | |
| 6 | CUBE |
CubeSmart
|
188,388 | $6,904,420 | |
| 7 | STAG |
STAG Industrial, Inc.
|
166,240 | $5,994,614 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
60,194 | $3,482,222 |
All Filings in PLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,311,559 | 463,849 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $54,333,754 | 425,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,527,906 | 380,090 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,909,241 | 94,266 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,309,755 | 110,115 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,801,532 | 83,269 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,647,446 | 100,154 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,506,360 | 84,644 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,839,903 | 83,243 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,521,885 | 71,432 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,190,207 | 72,990 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $8,600,041 | 70,130 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $8,124,771 | 65,118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,904,825 | 61,251 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,348,736 | 32,960 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,346,789 | 28,447 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,483,285 | 21,571 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,193,284 | 18,967 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,136,574 | 17,034 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,636,126 | 13,688 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,214,870 | 20,895 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,113,987 | 21,212 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,560,012 | 15,504 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,158,691 | 12,415 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $973,119 | 12,108 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||