Position in PLD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,592,495
+$801,732 QoQ
Shares Held
70,809
+6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#381
of 1,725 holders
Holding Since
Sep 2020
17 quarters on record
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $26,227,854 across 9 REIT - Industrial names. PLD ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
70,809 | $9,592,495 | |
| 2 | CUBE |
CubeSmart
|
136,186 | $5,416,117 | |
| 3 | PSA |
Public Storage
|
14,955 | $4,760,326 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
73,883 | $2,401,197 | |
| 5 | EXR |
Extra Space Storage Inc.
|
13,133 | $1,908,224 | |
| 6 | STAG |
STAG Industrial, Inc.
|
23,475 | $893,458 | |
| 7 | COLD |
Americold Realty Trust
|
42,952 | $675,205 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,876 | $298,947 |
All Filings in PLD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,592,495 | 70,809 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,790,763 | 66,506 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,600,414 | 75,203 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,705,810 | 76,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,567,483 | 71,989 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,006,920 | 80,570 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,367,951 | 79,167 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,002,295 | 15,856 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,517,028 | 75,835 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,618,049 | 73,860 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $259,766 | 2,315 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $295,578 | 2,622 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $425,176 | 2,633 | Shares | Sole | 2022-07-20 | |
| 2021-09-30 | $834,987 | 6,657 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $655,502 | 5,484 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $273,480 | 2,580 | Shares | Sole | 2022-07-27 | |
| 2020-09-30 | $3,521 | 35 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||