Position in PLD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,122,448
+$12,517 QoQ
Shares Held
23,049
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#597
of 1,716 holders
Holding Since
Sep 2020
24 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, 2026WEALTH ALLIANCE, LLC holds $3,353,859 across 2 REIT - Industrial names. PLD ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
23,049 | $3,122,448 | |
| 2 | PSA |
Public Storage
|
727 | $231,411 |
All Filings in PLD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,122,448 | 23,049 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $3,109,931 | 23,528 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,268,734 | 25,605 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,924,726 | 25,539 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,979,724 | 18,833 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,096,286 | 18,752 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,396,614 | 13,213 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,165,954 | 17,152 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,335,141 | 11,888 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,477,606 | 11,347 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,580,004 | 11,853 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,287,721 | 11,476 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,436,242 | 11,712 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,403,787 | 11,251 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,104,415 | 9,797 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $503,020 | 4,951 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $331,419 | 2,817 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $497,035 | 3,078 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $486,728 | 2,891 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $348,695 | 2,780 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $317,949 | 2,660 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $299,980 | 2,830 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $263,899 | 2,648 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $242,393 | 2,409 | Shares | Defined | 2020-12-01 | |
| No filing history on record for this holder in this stock. | ||||||