Position in PLD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,152,065
+$2,432,738 QoQ
Shares Held
89,703
+22.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#351
of 1,716 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $59,037,368 across 15 REIT - Industrial names. PLD ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LINE |
Lineage, Inc.
|
288,021 | $12,456,908 | |
| 2 | PLD |
Prologis, Inc.
This page
|
89,703 | $12,152,065 | |
| 3 | CUBE |
CubeSmart
|
244,283 | $9,715,134 | |
| 4 | PSA |
Public Storage
|
28,352 | $9,024,725 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
80,366 | $4,927,239 | |
| 6 | EXR |
Extra Space Storage Inc.
|
18,250 | $2,651,725 | |
| 7 | COLD |
Americold Realty Trust
|
133,094 | $2,092,237 | |
| 8 | EGP |
Eastgroup Properties Inc
|
8,487 | $1,718,872 |
All Filings in PLD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,152,065 | 89,703 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,719,327 | 73,531 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,475,013 | 82,054 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,315,537 | 63,880 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,583,133 | 53,112 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,216,082 | 55,605 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,364,697 | 50,754 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $5,835,398 | 46,210 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,153,119 | 45,883 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $35,491,200 | 272,548 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $35,045,769 | 262,909 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $29,175,161 | 260,005 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,242 | 2,693 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $347,983 | 2,789 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $2,356,205 | 23,191 | Shares | Sole | 2022-10-17 | |
| 2020-09-30 | $1,565,345 | 15,557 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||