OneAscent Wealth Management LLC

Position in PLD — Prologis, Inc.

CIK 1844707 BIRMINGHAM, AL

Position in PLD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$239,917

-$7,788 QoQ

Shares Held

1,771

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,336

of 1,715 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

OneAscent Wealth Management LLC holds $831,755 across 3 REIT - Industrial names. PLD ranks #3 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMA	SmartStop Self Storage REIT, Inc.	10,103	$328,347
2	EGP	Eastgroup Properties Inc	1,301	$263,491
3	PLD	Prologis, Inc. This page	1,771	$239,917

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,917	1,771	-5.5%	Shares	Sole	2026-08-11
2026-03-31	$247,705	1,874	-7.5%	Shares	Sole	2026-04-21
2025-12-31	$258,511	2,025	-1.4%	Shares	Sole	2026-02-11
2025-09-30	$235,109	2,053	-32.1%	Shares	Sole	2025-10-31
2023-09-30	$339,210	3,023	-12.1%	Shares	Sole	2023-10-13
2023-06-30	$421,969	3,441	+15.9%	Shares	Sole	2023-07-10
2023-03-31	$370,442	2,969	+22.3%	Shares	Sole	2023-04-17
2022-12-31	$273,595	2,427	-3.0%	Shares	Sole	2023-01-12
2022-09-30	$254,203	2,502	-4.6%	Shares	Sole	2022-11-02
2022-06-30	$308,713	2,624	-0.9%	Shares	Sole	2022-08-08
2022-03-31	$427,599	2,648	-15.4%	Shares	Sole	2022-05-12
2021-09-30	$392,721	3,131	-50.2%	Shares	Sole	2021-11-12
2021-03-31	$665,998	6,283	+6.2%	Shares	Sole	2021-04-27
2020-12-31	$589,688	5,917	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.