Patriot Financial Group Insurance Agency, LLC
InsurancePosition in PLD — Prologis, Inc.
CIK 1694883
Westborough, MA
Position in PLD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,099,474
+$619,925 QoQ
Shares Held
8,116
+123.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#832
of 1,717 holders
Holding Since
Mar 2020
24 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, 2026Patriot Financial Group Insurance Agency, LLC holds $1,099,474 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
|
8,116 | $1,099,474 |
All Filings in PLD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,474 | 8,116 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $479,549 | 3,628 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $496,061 | 4,719 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $513,451 | 4,593 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $459,795 | 4,350 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $570,533 | 4,518 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $468,669 | 4,173 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $654,095 | 5,023 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $659,301 | 4,946 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $579,901 | 5,168 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $514,555 | 4,196 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $521,289 | 4,178 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $442,352 | 3,924 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $362,712 | 3,570 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $409,892 | 3,484 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $557,913 | 3,455 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $631,013 | 3,748 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $481,149 | 3,836 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $475,490 | 3,978 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $453,362 | 4,277 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $426,146 | 4,276 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $451,582 | 4,488 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $446,304 | 4,782 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $411,655 | 5,122 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||