Position in PLD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$167,581,131
+$3,858,754 QoQ
Shares Held
1,237,035
-0.1% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
6.90%
of 13F equity value
Holder Rank
#88
of 1,717 holders
Holding Since
Mar 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, 2026Valeo Financial Advisors, LLC holds $167,815,088 across 2 REIT - Industrial names. PLD ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
1,237,035 | $167,581,131 | |
| 2 | PSA |
Public Storage
|
735 | $233,957 |
All Filings in PLD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,581,131 | 1,237,035 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $163,722,377 | 1,238,632 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $108,509,212 | 849,986 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $100,219,544 | 875,127 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $89,889,688 | 855,115 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $433,229,400 | 3,875,386 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $107,095,557 | 1,013,203 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $127,483,953 | 1,009,534 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $113,350,102 | 1,009,261 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,402,909 | 26,132 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,576,572 | 26,831 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,311,189 | 20,597 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,745,317 | 22,387 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,215,946 | 25,775 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,936,052 | 26,045 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $203,911 | 2,007 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $208,240 | 1,770 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $370,758 | 2,296 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $314,664 | 1,869 | Shares | Sole | 2022-01-07 | |
| 2021-03-31 | $51,940 | 490 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $79,728 | 800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $162,903 | 1,619 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $157,447 | 1,687 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $115,732 | 1,440 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||