Position in PLD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,760,376
+$102,427 QoQ
Shares Held
27,758
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#537
of 1,686 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $19,501,466 across 15 REIT - Industrial names. PLD ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
18,914 | $6,020,515 | |
| 2 | PLD |
Prologis, Inc.
This page
|
27,758 | $3,760,376 | |
| 3 | CUBE |
CubeSmart
|
82,782 | $3,292,240 | |
| 4 | EGP |
Eastgroup Properties Inc
|
6,470 | $1,310,369 | |
| 5 | NSA |
National Storage Affiliates Trust
|
26,870 | $1,194,908 | |
| 6 | EXR |
Extra Space Storage Inc.
|
4,971 | $722,286 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
9,903 | $607,152 | |
| 8 | STAG |
STAG Industrial, Inc.
|
12,733 | $484,617 |
All Filings in PLD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,760,376 | 27,758 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,657,949 | 27,674 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,343,670 | 26,192 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,696,373 | 23,545 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,097,459 | 19,953 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,544,155 | 13,813 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,301,484 | 12,313 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,809,592 | 14,330 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,168,136 | 10,401 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,271,337 | 9,763 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,043,755 | 15,332 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $802,750 | 7,154 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $933,214 | 7,610 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $894,101 | 7,166 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $733,872 | 6,510 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $330,403 | 3,252 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $405,657 | 3,448 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $546,125 | 3,382 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $303,384 | 1,802 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||