Position in PLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,750,311
+$831,719 QoQ
Shares Held
20,302
+39.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#611
of 1,686 holders
Holding Since
Jun 2021
21 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, 2026Integrated Wealth Concepts LLC holds $9,140,797 across 17 REIT - Industrial names. PLD ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
20,302 | $2,750,311 | |
| 2 | PSA |
Public Storage
|
6,359 | $2,024,133 | |
| 3 | STAG |
STAG Industrial, Inc.
|
26,746 | $1,017,952 | |
| 4 | CUBE |
CubeSmart
|
22,409 | $891,205 | |
| 5 | LINE |
Lineage, Inc.
|
15,039 | $650,436 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,735 | $397,395 | |
| 7 | COLD |
Americold Realty Trust
|
21,735 | $341,674 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,710 | $288,770 |
All Filings in PLD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750,311 | 20,302 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,918,592 | 14,515 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,343,238 | 10,522 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $994,949 | 8,688 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $889,525 | 8,462 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,389,996 | 12,434 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $999,076 | 9,452 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,207,489 | 9,562 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,333,232 | 11,871 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,410,412 | 10,831 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,136,115 | 8,523 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,183,703 | 10,549 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,327,837 | 10,828 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,037,088 | 8,312 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $856,184 | 7,595 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $651,256 | 6,410 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $722,253 | 6,139 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $749,590 | 4,642 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $551,042 | 3,273 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $405,891 | 3,236 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $224,238 | 1,876 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||