Position in PLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$299,117
+$7,396 QoQ
Shares Held
2,208
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,268
of 1,716 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 9%
None 91%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Palumbo Wealth Management LLC holds $299,117 across 1 REIT - Industrial name. PLD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
2,208 | $299,117 |
All Filings in PLD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,117 | 2,208 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $291,721 | 2,207 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $288,128 | 2,257 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $258,815 | 2,260 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $207,822 | 1,977 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $262,035 | 2,344 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $213,831 | 2,023 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $253,696 | 2,009 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $224,395 | 1,998 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $539,241 | 4,141 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $445,088 | 3,339 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||