Position in PLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$746,168
+$90,424 QoQ
Shares Held
5,508
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#952
of 1,715 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,246,274 across 3 REIT - Industrial names. PLD ranks #1 (59.9% of the industry book) .
All Filings in PLD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,168 | 5,508 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $655,744 | 4,961 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $557,235 | 4,365 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $426,701 | 3,726 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $360,876 | 3,433 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $318,042 | 2,845 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $296,805 | 2,808 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $470,393 | 3,725 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $404,203 | 3,599 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $471,135 | 3,618 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $483,079 | 3,624 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $314,188 | 2,800 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $398,179 | 3,247 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $408,871 | 3,277 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $363,666 | 3,226 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $274,015 | 2,697 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $305,537 | 2,597 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $373,987 | 2,316 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $405,074 | 2,406 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $247,849 | 1,976 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $234,995 | 1,966 | Shares | Defined | 2021-07-22 | |
| 2020-09-30 | $364,445 | 3,622 | Shares | Defined | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||