Position in PLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$631,290
+$20,619 QoQ
Shares Held
4,660
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,004
of 1,715 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,133,327 across 14 REIT - Industrial names. PLD ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
4,660 | $631,290 | |
| 2 | TRNO |
Terreno Realty Corp
|
2,596 | $168,142 | |
| 3 | STAG |
STAG Industrial, Inc.
|
2,568 | $97,738 | |
| 4 | LXP |
LXP Industrial Trust
|
1,275 | $68,697 | |
| 5 | PSA |
Public Storage
|
193 | $61,433 | |
| 6 | EXR |
Extra Space Storage Inc.
|
341 | $49,547 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
603 | $37,373 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
242 | $8,107 |
All Filings in PLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,290 | 4,660 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $610,671 | 4,620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $553,150 | 4,333 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $445,597 | 3,891 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $431,517 | 4,105 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $560,515 | 5,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $399,017 | 3,775 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $846,707 | 6,705 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $770,783 | 6,863 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $858,931 | 6,596 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $861,384 | 6,462 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $849,990 | 7,575 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $935,544 | 7,629 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $999,406 | 8,010 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $675,477 | 5,992 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $628,801 | 6,189 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $785,784 | 6,679 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,010,541 | 6,258 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $975,646 | 5,795 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $686,980 | 5,477 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $653,709 | 5,469 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $582,576 | 5,496 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $506,970 | 5,087 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $477,844 | 4,749 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $456,849 | 4,895 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $414,628 | 5,159 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||