Position in PLD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$31,239,246
+$123,414 QoQ
Shares Held
230,599
-2.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#222
of 1,686 holders
Holding Since
Dec 2020
23 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, 2026Allworth Financial LP holds $38,231,175 across 17 REIT - Industrial names. PLD ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
230,599 | $31,239,246 | |
| 2 | PSA |
Public Storage
|
9,406 | $2,994,023 | |
| 3 | EGP |
Eastgroup Properties Inc
|
6,912 | $1,399,887 | |
| 4 | TRNO |
Terreno Realty Corp
|
10,176 | $659,099 | |
| 5 | CUBE |
CubeSmart
|
13,019 | $517,765 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,710 | $393,763 | |
| 7 | LINE |
Lineage, Inc.
|
7,290 | $315,292 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
3,867 | $239,676 |
All Filings in PLD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,239,246 | 230,599 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $31,115,832 | 235,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,947,504 | 234,588 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $26,885,631 | 234,768 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $24,145,748 | 229,697 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,884,352 | 142,091 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $14,185,151 | 134,202 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,200,851 | 136,212 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,691,616 | 139,717 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,547,925 | 11,887 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,691,443 | 12,689 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,575,428 | 14,040 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,694,133 | 13,815 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,781,466 | 14,278 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,437,758 | 12,754 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,253,236 | 12,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,603,804 | 13,632 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,191,445 | 13,571 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,317,475 | 13,765 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,517,577 | 12,099 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $952,056 | 7,965 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $801,572 | 7,562 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,189 | 32 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||