Position in PLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$865,517
-$185,313 QoQ
Shares Held
6,389
-19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#911
of 1,717 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $865,517 across 1 REIT - Industrial name. PLD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
6,389 | $865,517 |
All Filings in PLD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,517 | 6,389 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,050,830 | 7,950 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $946,342 | 7,413 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $803,701 | 7,018 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $915,279 | 8,707 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $736,807 | 6,591 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $641,915 | 6,073 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $754,269 | 5,973 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $458,223 | 4,080 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $707,354 | 5,432 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $387,903 | 2,910 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $369,283 | 3,291 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $534,298 | 4,357 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $681,868 | 5,465 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $604,120 | 5,359 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $511,759 | 5,037 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $695,782 | 5,914 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $844,863 | 5,232 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $879,849 | 5,226 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $644,584 | 5,139 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $565,615 | 4,732 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $455,164 | 4,294 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $384,189 | 3,855 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||