Position in PLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,144,450
+$113,182 QoQ
Shares Held
8,448
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#820
of 1,716 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $1,384,455 across 2 REIT - Industrial names. PLD ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
8,448 | $1,144,450 | |
| 2 | PSA |
Public Storage
|
754 | $240,005 |
All Filings in PLD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,450 | 8,448 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,031,268 | 7,802 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $960,513 | 7,524 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $660,551 | 5,768 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $579,316 | 5,511 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $896,332 | 8,018 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $825,728 | 7,812 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $794,806 | 6,294 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $681,047 | 6,064 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,031,472 | 7,921 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $841,123 | 6,310 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $863,007 | 7,691 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $937,874 | 7,648 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $756,605 | 6,064 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $583,039 | 5,172 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $295,249 | 2,906 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $333,890 | 2,838 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $439,871 | 2,724 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $424,267 | 2,520 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $283,220 | 2,258 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $257,587 | 2,155 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $202,990 | 1,915 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $210,083 | 2,108 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||