Position in PLD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,406,201
+$203,597 QoQ
Shares Held
39,907
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#487
of 1,717 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $6,064,772 across 7 REIT - Industrial names. PLD ranks #1 (89.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
39,907 | $5,406,201 | |
| 2 | PSA |
Public Storage
|
1,396 | $444,360 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,110 | $161,283 | |
| 4 | STAG |
STAG Industrial, Inc.
|
700 | $26,642 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
215 | $13,325 | |
| 6 | EGP |
Eastgroup Properties Inc
|
64 | $12,961 | |
| 7 | NSA |
National Storage Affiliates Trust
|
270 | $0 |
All Filings in PLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,406,201 | 39,907 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,202,604 | 39,360 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,538,313 | 35,550 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,158,564 | 36,313 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,772,651 | 35,889 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,105,711 | 36,727 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,992,923 | 37,776 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,628,414 | 36,652 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,257,888 | 29,008 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $150,794 | 1,158 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $147,563 | 1,107 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $144,638 | 1,289 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $63,522 | 518 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $53,152 | 426 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $54,899 | 487 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $49,479 | 487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $89,531 | 761 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $121,594 | 753 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $120,545 | 716 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $81,027 | 646 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $67,653 | 566 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,397,292 | 13,182 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $58,000 | 13,136 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $76,370 | 759 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $69,904 | 749 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $78,923 | 982 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||