Position in PLD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$515,598
+$53,497 QoQ
Shares Held
3,806
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,072
of 1,716 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Soltis Investment Advisors LLC holds $733,537 across 2 REIT - Industrial names. PLD ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
3,806 | $515,598 | |
| 2 | CUBE |
CubeSmart
|
5,480 | $217,939 |
All Filings in PLD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,598 | 3,806 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $462,101 | 3,496 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $390,384 | 3,058 | Shares | Sole | 2026-04-02 | |
| 2024-09-30 | $232,607 | 1,842 | Shares | Sole | 2025-01-03 | |
| No filing history on record for this holder in this stock. | ||||||