Concord Wealth Partners

Position in PLD — Prologis, Inc.

CIK 1814214 ABINGDON, VA

Position in PLD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$92,796

+$5,349 QoQ

Shares Held

685

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,478

of 1,716 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Concord Wealth Partners holds $102,120 across 2 REIT - Industrial names. PLD ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PLD	Prologis, Inc. This page	685	$92,796
2	STAG	STAG Industrial, Inc.	245	$9,324

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,796	685	0.0%	Shares	Sole	2026-07-27
2025-12-31	$87,447	685	-4.9%	Shares	Sole	2026-01-29
2025-09-30	$82,454	720	0.0%	Shares	Sole	2025-11-05
2025-06-30	$75,686	720	0.0%	Shares	Sole	2025-07-25
2025-03-31	$80,488	720	-16.7%	Shares	Sole	2025-05-02
2024-12-31	$91,324	864	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$108,979	863	-2.9%	Shares	Sole	2024-10-24
2024-06-30	$99,843	889	-8.3%	Shares	Sole	2024-07-31
2024-03-31	$126,183	969	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$129,034	968	-6.5%	Shares	Sole	2024-04-30
2023-09-30	$116,137	1,035	+8.3%	Shares	Sole	2024-04-30
2023-06-30	$117,234	956	+3.9%	Shares	Sole	2023-08-08
2023-03-31	$114,788	920	+13.9%	Shares	Sole	2023-04-26
2022-12-31	$91,085	808	+17.4%	Shares	Sole	2023-01-30
2022-06-30	$80,943	688	+4.1%	Shares	Sole	2022-08-04
2022-03-31	$106,738	661	+2.5%	Shares	Sole	2022-04-20
2021-12-31	$108,592	645	+5763.6%	Shares	Sole	2022-01-21
2021-09-30	$1,379	11	-98.3%	Shares	Sole	2021-11-09
2021-06-30	$77,096	645	0.0%	Shares	Sole	2021-07-29
2021-03-31	$68,370	645	+1.7%	Shares	Sole	2021-05-13
2020-12-31	$63,184	634	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.