Position in PLD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,767,492
+$331,076 QoQ
Shares Held
13,372
+18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026AE Wealth Management LLC holds $10,802,907 across 9 REIT - Industrial names. PLD ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
62,435 | $2,888,243 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
73,096 | $2,392,410 | |
| 3 | PLD |
Prologis, Inc.
This page
|
13,372 | $1,767,492 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
46,217 | $1,399,437 | |
| 5 | EGP |
Eastgroup Properties Inc
|
4,114 | $761,446 | |
| 6 | TRNO |
Terreno Realty Corp
|
6,959 | $427,407 | |
| 7 | PSA |
Public Storage
|
1,568 | $424,732 | |
| 8 | STAG |
STAG Industrial, Inc.
|
10,664 | $384,529 |
All Filings in PLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,767,492 | 13,372 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,436,416 | 11,252 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,133,623 | 9,899 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $919,896 | 8,751 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $960,603 | 8,593 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $982,789 | 9,298 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,362,174 | 10,787 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $21,661,667 | 192,874 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $21,545,277 | 165,453 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $23,621,693 | 177,207 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,362,462 | 145,820 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,468,670 | 126,141 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,339,816 | 114,930 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,585,402 | 111,642 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,784,080 | 96,300 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,897,473 | 101,126 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $15,592,024 | 96,557 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,050,600 | 95,335 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $11,055,023 | 88,137 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,342,345 | 78,159 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,656,588 | 62,798 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,772,506 | 57,922 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,101,534 | 50,701 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,078,271 | 54,412 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,914,340 | 48,704 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||