Position in PLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$921,598
-$53,487 QoQ
Shares Held
6,803
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#879
of 1,686 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,696,071 across 17 REIT - Industrial names. PLD ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
6,803 | $921,598 | |
| 2 | EGP |
Eastgroup Properties Inc
|
1,931 | $391,083 | |
| 3 | CUBE |
CubeSmart
|
6,920 | $275,204 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
4,133 | $253,391 | |
| 5 | LINE |
Lineage, Inc.
|
4,462 | $192,979 | |
| 6 | PSA |
Public Storage
|
575 | $183,023 | |
| 7 | EXR |
Extra Space Storage Inc.
|
965 | $140,210 | |
| 8 | COLD |
Americold Realty Trust
|
6,423 | $100,965 |
All Filings in PLD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,598 | 6,803 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $975,085 | 7,377 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $779,614 | 6,107 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $584,850 | 5,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $373,908 | 3,557 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $223,800 | 2,002 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $343,839 | 3,253 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $124,888 | 989 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $90,293 | 804 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $104,824 | 805 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $102,104 | 766 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $274,912 | 2,450 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $286,829 | 2,339 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $261,639 | 2,097 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $223,429 | 1,982 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $126,084 | 1,241 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $124,826 | 1,061 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $248,355 | 1,538 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $234,693 | 1,394 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||