Position in PLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$761,070
+$36,195 QoQ
Shares Held
5,618
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#927
of 1,686 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,638,313 across 15 REIT - Industrial names. PLD ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
5,618 | $761,070 | |
| 2 | PSA |
Public Storage
|
1,722 | $548,129 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,429 | $352,933 | |
| 4 | CUBE |
CubeSmart
|
7,292 | $290,002 | |
| 5 | STAG |
STAG Industrial, Inc.
|
6,525 | $248,341 | |
| 6 | NSA |
National Storage Affiliates Trust
|
3,313 | $147,329 | |
| 7 | LINE |
Lineage, Inc.
|
2,794 | $120,840 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,281 | $78,538 |
All Filings in PLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,070 | 5,618 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $724,875 | 5,484 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $676,980 | 5,303 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $594,244 | 5,189 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $465,891 | 4,432 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $478,684 | 4,282 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $488,756 | 4,624 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $450,314 | 3,566 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $349,621 | 3,113 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $437,669 | 3,361 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $468,016 | 3,511 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $451,533 | 4,024 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $509,650 | 4,156 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $474,874 | 3,806 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $691 | 9,703 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,037,234 | 10,209 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $18,706 | 159 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,080,947 | 6,694 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $877,492 | 5,212 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $658,005 | 5,246 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $650,840 | 5,445 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $589,890 | 5,565 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $472,488 | 4,741 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $459,430 | 4,566 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $383,399 | 4,108 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $234,680 | 2,920 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||