Position in PLD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$338,539
-$171,411 QoQ
Shares Held
2,499
-35.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,212
of 1,716 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Synergy Financial Group, LTD holds $338,539 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
|
2,499 | $338,539 |
All Filings in PLD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,539 | 2,499 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $509,950 | 3,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $416,426 | 3,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $366,120 | 3,197 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $310,629 | 2,955 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $329,556 | 2,948 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||