Position in PLD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$987,169
-$2,462 QoQ
Shares Held
7,287
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#868
of 1,716 holders
Holding Since
Sep 2021
20 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, 2026Everhart Financial Group, Inc. holds $1,953,588 across 2 REIT - Industrial names. PLD ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
7,287 | $987,169 | |
| 2 | STAG |
STAG Industrial, Inc.
|
25,392 | $966,419 |
All Filings in PLD
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,169 | 7,287 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $989,631 | 7,487 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $682,215 | 5,344 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $484,648 | 4,232 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $297,384 | 2,829 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $436,428 | 3,904 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $498,481 | 4,716 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $697,949 | 5,527 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $271,453 | 2,417 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $505,644 | 3,883 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $451,087 | 3,384 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $347,402 | 3,096 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $357,343 | 2,914 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $612,745 | 4,911 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $528,140 | 4,685 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $318,008 | 3,130 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $334,714 | 2,845 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $488,638 | 3,026 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $408,778 | 2,428 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $287,610 | 2,293 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||