Position in PLD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$283,538
+$6,886 QoQ
Shares Held
2,093
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,291
of 1,717 holders
Holding Since
Mar 2020
16 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $849,174 across 2 REIT - Industrial names. PLD ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
1,777 | $565,636 | |
| 2 | PLD |
Prologis, Inc.
This page
|
2,093 | $283,538 |
All Filings in PLD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,538 | 2,093 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $276,652 | 2,093 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $293,618 | 2,300 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $243,125 | 2,123 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $218,649 | 2,080 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $208,863 | 1,976 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $234,880 | 1,860 | Shares | Sole | 2024-11-04 | |
| 2022-03-31 | $213,315 | 1,321 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $221,561 | 1,316 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $204,450 | 1,630 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $153,476 | 1,284 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $133,136 | 1,256 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $125,172 | 1,256 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $141,773 | 1,409 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $98,649 | 1,057 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $84,629 | 1,053 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||