Naviter Wealth, LLC

Position in PLD — Prologis, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in PLD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,032,134

+$2,113,289 QoQ

Shares Held

81,436

+20.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#361

of 1,716 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $18,046,551 across 3 REIT - Industrial names. PLD ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc. This page	81,436	$11,032,134
2	PSA	Public Storage	13,861	$4,412,094
3	EXR	Extra Space Storage Inc.	17,910	$2,602,323

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,032,134	81,436	+20.7%	Shares	Sole	2026-08-07
2026-03-31	$8,918,845	67,475	+11.8%	Shares	Sole	2026-04-10
2025-12-31	$7,703,770	60,346	-3.8%	Shares	Sole	2026-01-21
2025-09-30	$7,186,931	62,757	-1.9%	Shares	Sole	2025-11-06
2025-06-30	$6,722,318	63,949	+9.1%	Shares	Sole	2025-07-28
2025-03-31	$6,553,576	58,624	+1.9%	Shares	Sole	2025-04-25
2024-12-31	$6,081,449	57,535	-19.6%	Shares	Sole	2025-02-07
2024-09-30	$9,032,429	71,527	+4.5%	Shares	Sole	2024-10-16
2024-06-30	$7,684,811	68,425	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$8,954,578	68,765	+14.3%	Shares	Sole	2024-04-18
2023-12-31	$8,020,127	60,166	+45.1%	Shares	Sole	2024-02-05
2023-09-30	$4,651,328	41,452	-9.9%	Shares	Sole	2023-11-14
2023-06-30	$5,639,631	45,989	+19.6%	Shares	Sole	2023-07-20
2023-03-31	$4,796,158	38,440	+23.1%	Shares	Sole	2023-04-12
2022-12-31	$3,519,543	31,221	+71.0%	Shares	Sole	2023-01-31
2022-09-30	$1,855,317	18,261	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.