Position in PLD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,525,471
+$47,155 QoQ
Shares Held
26,024
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#566
of 1,716 holders
Holding Since
Dec 2022
15 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, 2026Summit Trail Advisors, LLC holds $19,725,692 across 11 REIT - Industrial names. PLD ranks #1 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
26,024 | $3,525,471 | |
| 2 | EGP |
Eastgroup Properties Inc
|
14,641 | $2,965,241 | |
| 3 | PSA |
Public Storage
|
8,071 | $2,569,080 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
38,994 | $2,390,722 | |
| 5 | COLD |
Americold Realty Trust
|
134,767 | $2,118,537 | |
| 6 | EXR |
Extra Space Storage Inc.
|
14,085 | $2,046,550 | |
| 7 | CUBE |
CubeSmart
|
40,773 | $1,621,542 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
40,232 | $1,347,772 |
All Filings in PLD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,525,471 | 26,024 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,478,316 | 26,315 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,470,731 | 19,354 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,003,630 | 26,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,323,040 | 12,586 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,359,254 | 12,159 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,201,914 | 11,371 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,571,428 | 12,444 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,172,741 | 10,442 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,637,646 | 12,576 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,209,564 | 9,074 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $951,204 | 8,477 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $861,475 | 7,025 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $488,724 | 3,917 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $249,809 | 2,216 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||