Segment Wealth Management, LLC

Position in PLD — Prologis, Inc.

CIK 1575581 HOUSTON, TX

Position in PLD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$735,331

+$146,602 QoQ

Shares Held

5,428

+21.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#962

of 1,716 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Segment Wealth Management, LLC holds $2,527,067 across 3 REIT - Industrial names. PLD ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	4,123	$1,312,392
2	PLD	Prologis, Inc. This page	5,428	$735,331
3	EXR	Extra Space Storage Inc.	3,299	$479,344

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$735,331	5,428	+21.9%	Shares	Sole	2026-07-16
2026-03-31	$588,729	4,454	-4.8%	Shares	Sole	2026-04-20
2025-12-31	$597,321	4,679	+2.5%	Shares	Sole	2026-01-29
2025-09-30	$522,669	4,564	-35.9%	Shares	Sole	2025-10-20
2025-06-30	$748,664	7,122	+14.9%	Shares	Sole	2025-07-21
2025-03-31	$692,986	6,199	+3.3%	Shares	Sole	2025-04-22
2024-12-31	$634,411	6,002	+4.3%	Shares	Sole	2025-01-17
2024-09-30	$726,993	5,757	+32.7%	Shares	Sole	2024-10-22
2024-06-30	$487,313	4,339	-91.2%	Shares	Sole	2024-07-23
2024-03-31	$6,444,587	49,490	+23.7%	Shares	Sole	2024-04-24
2023-12-31	$5,334,666	40,020	-40.9%	Shares	Sole	2024-01-26
2023-09-30	$7,600,207	67,732	+4.1%	Shares	Sole	2023-10-25
2023-06-30	$7,979,411	65,069	-0.9%	Shares	Sole	2023-08-22
2023-03-31	$8,190,651	65,646	+3.4%	Shares	Sole	2023-04-20
2022-12-31	$7,158,129	63,498	-1.3%	Shares	Sole	2023-01-13
2022-09-30	$6,534,404	64,315	+1524.1%	Shares	Sole	2022-10-24
2022-06-30	$465,894	3,960	-16.2%	Shares	Sole	2022-07-20
2022-03-31	$763,477	4,728	0.0%	Shares	Sole	2022-04-25
2021-12-31	$796,006	4,728	+47.2%	Shares	Sole	2022-01-24
2021-09-30	$403,006	3,213	-6.6%	Shares	Sole	2021-10-19
2021-06-30	$411,302	3,441	0.0%	Shares	Sole	2021-07-20
2021-03-31	$364,746	3,441	-0.0%	Shares	Sole	2021-05-10
2020-12-31	$343,029	3,442	+13.9%	Shares	Sole	2021-01-27
2020-09-30	$303,973	3,021	+8.2%	Shares	Sole	2020-10-27
2020-06-30	$260,577	2,792	-2.8%	Shares	Sole	2020-07-15
2020-03-31	$230,822	2,872	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.