Summit Financial, LLC

Position in PLD — Prologis, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in PLD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,362,461

-$380,670 QoQ

Shares Held

17,439

-16.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#663

of 1,724 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Summit Financial, LLC holds $6,037,623 across 4 REIT - Industrial names. PLD ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc. This page	17,439	$2,362,461
2	IIPR	Innovative Industrial Properties Inc	31,210	$1,934,395
3	PSA	Public Storage	3,769	$1,199,710
4	LINE	Lineage, Inc.	12,510	$541,057

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,362,461	17,439	-16.0%	Shares	Sole	2026-08-12
2026-03-31	$2,743,131	20,753	+4.0%	Shares	Sole	2026-05-15
2025-12-31	$2,547,965	19,959	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$2,268,068	19,805	+98.1%	Shares	Sole	2025-11-14
2025-06-30	$1,050,674	9,995	-29.5%	Shares	Sole	2025-08-13
2025-03-31	$1,584,064	14,170	+4.6%	Shares	Sole	2025-05-14
2024-12-31	$1,432,129	13,549	-36.2%	Shares	Sole	2025-02-12
2024-09-30	$2,681,176	21,232	+3.4%	Shares	Sole	2024-11-12
2024-06-30	$2,305,162	20,525	+121.4%	Shares	Sole	2024-07-31
2024-03-31	$1,207,269	9,271	+4.4%	Shares	Sole	2024-04-24
2023-12-31	$1,184,103	8,883	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$996,088	8,877	+3.5%	Shares	Sole	2023-11-07
2023-06-30	$1,051,552	8,575	+245.3%	Shares	Sole	2023-08-11
2023-03-31	$309,803	2,483	+38.4%	Shares	Sole	2023-05-03
2022-12-31	$202,237	1,794	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.