Independent Advisor Alliance

Position in PLD — Prologis, Inc.

CIK 1696899 CHARLOTTE, NC

Position in PLD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,916,668

+$165,607 QoQ

Shares Held

21,530

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#614

of 1,717 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $6,725,876 across 5 REIT - Industrial names. PLD ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc. This page	21,530	$2,916,668
2	PSA	Public Storage	6,093	$1,939,462
3	LXP	LXP Industrial Trust	24,519	$1,321,083
4	EXR	Extra Space Storage Inc.	2,310	$335,642
5	STAG	STAG Industrial, Inc.	5,597	$213,021

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,916,668	21,530	+3.4%	Shares	Sole	2026-08-12
2026-03-31	$2,751,061	20,813	+30.6%	Shares	Sole	2026-05-12
2025-12-31	$2,034,133	15,934	+30.9%	Shares	Sole	2026-02-04
2025-09-30	$1,394,166	12,174	-16.2%	Shares	Sole	2025-11-04
2025-06-30	$1,526,447	14,521	-12.1%	Shares	Sole	2025-08-11
2025-03-31	$1,846,434	16,517	+1.3%	Shares	Sole	2025-05-12
2024-12-31	$1,722,803	16,299	+8.3%	Shares	Sole	2025-02-07
2024-09-30	$1,901,018	15,054	+32.5%	Shares	Sole	2024-11-13
2024-06-30	$1,276,290	11,364	+11.3%	Shares	Sole	2024-08-12
2024-03-31	$1,329,155	10,207	+9.4%	Shares	Sole	2024-05-08
2023-12-31	$1,244,222	9,334	-7.6%	Shares	Sole	2024-02-08
2023-09-30	$1,133,545	10,102	-8.5%	Shares	Sole	2023-10-24
2023-06-30	$1,353,835	11,040	-5.8%	Shares	Sole	2023-07-28
2023-03-31	$1,462,803	11,724	-3.5%	Shares	Sole	2023-05-12
2022-12-31	$1,368,993	12,144	+28.5%	Shares	Sole	2023-02-13
2022-09-30	$960,424	9,453	+19.5%	Shares	Sole	2022-11-04
2022-06-30	$930,611	7,910	-1.6%	Shares	Sole	2022-08-04
2022-03-31	$1,297,814	8,037	-19.8%	Shares	Sole	2022-05-06
2021-12-31	$1,687,135	10,021	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$1,271,985	10,141	-1.3%	Shares	Sole	2021-11-01
2021-06-30	$1,227,692	10,271	+2.8%	Shares	Sole	2021-08-12
2021-03-31	$1,058,940	9,990	+18.5%	Shares	Sole	2021-05-14
2020-12-31	$839,834	8,427	-0.5%	Shares	Sole	2021-02-11
2020-09-30	$851,848	8,466	-1.1%	Shares	Sole	2020-11-04
2020-06-30	$799,278	8,564	+9.3%	Shares	Sole	2020-08-06
2020-03-31	$629,779	7,836	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.