Position in PLD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$250,348
+$16,604 QoQ
Shares Held
1,848
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,324
of 1,715 holders
Holding Since
Sep 2021
12 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,132,066 across 2 REIT - Industrial names. PLD ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
2,770 | $881,718 | |
| 2 | PLD |
Prologis, Inc.
This page
|
1,848 | $250,348 |
All Filings in PLD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,348 | 1,848 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $233,744 | 1,795 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $364,175 | 2,732 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $322,154 | 2,871 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $485,860 | 3,962 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $465,142 | 3,728 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $413,042 | 3,664 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $343,509 | 3,381 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $289,654 | 2,462 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $312,786 | 1,937 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $408,441 | 2,426 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $205,328 | 1,637 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||