Position in PLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$257,393
+$6,251 QoQ
Shares Held
1,900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,317
of 1,716 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, 2026Summit Financial Strategies, Inc. holds $257,393 across 1 REIT - Industrial name. PLD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
1,900 | $257,393 |
All Filings in PLD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,393 | 1,900 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $251,142 | 1,900 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $242,554 | 1,900 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $217,588 | 1,900 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $206,665 | 1,966 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $212,401 | 1,900 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $200,830 | 1,900 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $239,932 | 1,900 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $213,389 | 1,900 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $247,418 | 1,900 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $253,270 | 1,900 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,199 | 1,900 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $232,997 | 1,900 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $237,063 | 1,900 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $214,187 | 1,900 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||