Position in PLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$500,426
+$22,199 QoQ
Shares Held
3,694
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,085
of 1,716 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $946,060 across 2 REIT - Industrial names. PLD ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
3,694 | $500,426 | |
| 2 | PSA |
Public Storage
|
1,400 | $445,634 |
All Filings in PLD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,426 | 3,694 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $478,227 | 3,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $465,065 | 3,643 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $485,908 | 4,243 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $446,549 | 4,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $485,503 | 4,343 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $307,375 | 2,908 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $722,826 | 5,724 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $319,521 | 2,845 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,634,480 | 20,231 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $203,949 | 1,530 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||