Position in PLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,380,653
+$552,134 QoQ
Shares Held
24,955
+16.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#578
of 1,716 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $21,071,338 across 7 REIT - Industrial names. PLD ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
34,180 | $10,879,835 | |
| 2 | STAG |
STAG Industrial, Inc.
|
138,087 | $5,255,591 | |
| 3 | PLD |
Prologis, Inc.
This page
|
24,955 | $3,380,653 | |
| 4 | CUBE |
CubeSmart
|
13,209 | $525,321 | |
| 5 | SMA |
SmartStop Self Storage REIT, Inc.
|
13,387 | $435,077 | |
| 6 | EGP |
Eastgroup Properties Inc
|
1,554 | $314,731 | |
| 7 | LINE |
Lineage, Inc.
|
6,477 | $280,130 |
All Filings in PLD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,380,653 | 24,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,828,519 | 21,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,599,540 | 20,363 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,779,526 | 15,539 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,917,185 | 27,751 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,981,103 | 26,667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $207,489 | 1,963 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $243,594 | 1,929 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $238,097 | 2,120 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||