EP Wealth Advisors, LLC

Position in PLD — Prologis, Inc.

CIK 1540569 TORRANCE, CA

Position in PLD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$60,723,614

+$38,873,467 QoQ

Shares Held

448,244

+171.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#166

of 1,716 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $64,880,533 across 5 REIT - Industrial names. PLD ranks #1 (93.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc. This page	448,244	$60,723,614
2	EGP	Eastgroup Properties Inc	6,165	$1,248,597
3	PSA	Public Storage	3,820	$1,215,944
4	FR	First Industrial Realty Trust Inc	16,056	$984,393
5	CUBE	CubeSmart	17,802	$707,985

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,723,614	448,244	+171.2%	Shares	Sole	2026-08-12
2026-03-31	$21,850,147	165,306	+363.2%	Shares	Sole	2026-05-14
2025-12-31	$4,555,674	35,686	+9.8%	Shares	Sole	2026-02-18
2025-06-30	$3,416,189	32,498	+6.6%	Shares	Sole	2025-08-14
2025-03-31	$3,408,700	30,492	+107.3%	Shares	Sole	2025-05-15
2024-12-31	$1,554,847	14,710	+2.0%	Shares	Sole	2025-02-14
2024-09-30	$1,820,705	14,418	+11.5%	Shares	Sole	2024-11-15
2024-06-30	$1,451,719	12,926	+4.7%	Shares	Sole	2024-08-19
2024-03-31	$1,607,435	12,344	+13.2%	Shares	Sole	2024-05-14
2023-12-31	$1,453,236	10,902	+15.6%	Shares	Sole	2024-02-28
2023-09-30	$1,058,476	9,433	+11.0%	Shares	Sole	2023-11-24
2023-06-30	$1,041,741	8,495	-29.9%	Shares	Sole	2023-08-14
2023-03-31	$1,513,085	12,127	+27.3%	Shares	Sole	2023-06-05
2022-12-31	$1,074,204	9,529	-6.6%	Shares	Sole	2023-06-12
2022-09-30	$1,036,320	10,200	-16.7%	Shares	Sole	2022-12-02
2022-06-30	$1,440,977	12,248	-13.4%	Shares	Sole	2022-08-11
2022-03-31	$2,285,103	14,151	-2.2%	Shares	Sole	2022-05-20
2021-12-31	$2,436,000	14,469	+1.4%	Shares	Sole	2022-02-17
2021-06-30	$1,706,171	14,274	+2.7%	Shares	Sole	2021-08-24
2021-03-31	$1,473,188	13,898	+0.0%	Shares	Sole	2021-05-17
2020-12-31	$1,384,775	13,895	-19.4%	Shares	Sole	2021-02-18
2020-09-30	$1,734,185	17,235	-23.1%	Shares	Sole	2020-11-17
2020-06-30	$2,091,525	22,410	-86.5%	Shares	Sole	2020-08-14
2020-03-31	$13,305,173	165,549	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.