Position in PLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,478,019
+$5,044,575 QoQ
Shares Held
69,964
+108.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#37
of 365 holders
Holding Since
Dec 2022
15 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, 2026Merit Financial Group, LLC holds $22,134,174 across 12 REIT - Industrial names. PLD ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
69,964 | $9,478,019 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
116,966 | $3,801,394 | |
| 3 | PSA |
Public Storage
|
6,056 | $1,927,681 | |
| 4 | CUBE |
CubeSmart
|
47,751 | $1,899,055 | |
| 5 | LINE |
Lineage, Inc.
|
22,180 | $959,282 | |
| 6 | STAG |
STAG Industrial, Inc.
|
22,807 | $868,032 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
14,027 | $859,993 | |
| 8 | EXR |
Extra Space Storage Inc.
|
5,805 | $843,464 |
All Filings in PLD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,478,019 | 69,964 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,433,444 | 33,541 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,808,733 | 29,835 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,473,056 | 21,595 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,054,570 | 19,545 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,513,413 | 13,538 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,041,250 | 9,851 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $307,996 | 2,439 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $760,787 | 6,774 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,187,866 | 9,122 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $619,845 | 4,650 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $399,243 | 3,558 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $372,182 | 3,035 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $256,527 | 2,056 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $213,736 | 1,896 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||