Position in PLD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$320,928
-$20,492 QoQ
Shares Held
2,369
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,242
of 1,716 holders
Holding Since
Sep 2025
4 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, 2026Connecticut Wealth Management, LLC holds $320,928 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
|
2,369 | $320,928 |
All Filings in PLD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,928 | 2,369 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $341,420 | 2,583 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $432,001 | 3,384 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $301,073 | 2,629 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||