Position in PLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$68,520,319
+$7,208,760 QoQ
Shares Held
505,797
+9.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#156
of 1,725 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $164,482,152 across 16 REIT - Industrial names. PLD ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
505,797 | $68,520,319 | |
| 2 | EGP |
Eastgroup Properties Inc
|
102,168 | $20,692,084 | |
| 3 | EXR |
Extra Space Storage Inc.
|
106,441 | $15,465,877 | |
| 4 | CUBE |
CubeSmart
|
335,484 | $13,342,198 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
397,262 | $13,308,276 | |
| 6 | PSA |
Public Storage
|
30,471 | $9,699,223 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
111,635 | $6,844,341 | |
| 8 | LINE |
Lineage, Inc.
|
121,162 | $5,240,256 |
All Filings in PLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,520,319 | 505,797 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||