Position in PLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,200,609
+$1,821,641 QoQ
Shares Held
149,115
+7.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#277
of 1,686 holders
Holding Since
Jun 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, 2026Strategic Wealth Partners, Ltd. holds $20,240,867 across 7 REIT - Industrial names. PLD ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
149,115 | $20,200,609 | |
| 2 | TRNO |
Terreno Realty Corp
|
300 | $19,431 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
298 | $18,270 | |
| 4 | EXR |
Extra Space Storage Inc.
|
6 | $871 | |
| 5 | ILPT |
Industrial Logistics Properties Trust
|
77 | $682 | |
| 6 | PSA |
Public Storage
|
2 | $636 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
11 | $368 |
All Filings in PLD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,200,609 | 149,115 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,378,968 | 139,045 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,290,398 | 135,441 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $11,220,669 | 97,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,890,740 | 94,090 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $8,683,149 | 82,149 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,525,415 | 67,512 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,217,489 | 64,264 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,021,633 | 46,242 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $4,800,666 | 36,014 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $2,083,403 | 18,567 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $2,288,643 | 18,663 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,124,334 | 17,026 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,725,445 | 15,306 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,021,332 | 19,895 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,120,876 | 18,027 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $2,446,099 | 15,148 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $2,085,306 | 12,386 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,397,039 | 11,138 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,268,452 | 10,612 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $1,120,844 | 10,574 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $804,754 | 8,075 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $728,991 | 7,245 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $648,363 | 6,947 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||