Position in PLD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$220,003
+$12,986 QoQ
Shares Held
1,624
+26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,372
of 1,716 holders
Holding Since
Dec 2021
3 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, 2026Confluence Wealth Services, Inc. holds $2,361,274 across 2 REIT - Industrial names. PLD ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
6,727 | $2,141,271 | |
| 2 | PLD |
Prologis, Inc.
This page
|
1,624 | $220,003 |
All Filings in PLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,003 | 1,624 | Shares | Sole | 2026-07-22 | |
| 2022-03-31 | $207,017 | 1,282 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $215,837 | 1,282 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||