Position in PLD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,561,952
+$160,491 QoQ
Shares Held
33,675
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#511
of 1,717 holders
Holding Since
Jun 2022
17 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, 2026HB Wealth Management, LLC holds $8,977,311 across 10 REIT - Industrial names. PLD ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
33,675 | $4,561,952 | |
| 2 | PSA |
Public Storage
|
3,252 | $1,035,144 | |
| 3 | CUBE |
CubeSmart
|
20,724 | $824,193 | |
| 4 | EXR |
Extra Space Storage Inc.
|
3,966 | $576,259 | |
| 5 | EGP |
Eastgroup Properties Inc
|
1,922 | $389,262 | |
| 6 | COLD |
Americold Realty Trust
|
23,211 | $364,876 | |
| 7 | LINE |
Lineage, Inc.
|
7,943 | $343,534 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
5,449 | $334,078 |
All Filings in PLD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,561,952 | 33,675 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,401,461 | 33,299 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,708,140 | 29,047 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,623,538 | 22,909 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,291,510 | 21,799 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,694,139 | 24,100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,432,235 | 13,550 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,588,981 | 12,583 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,209,803 | 10,772 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,131,742 | 8,691 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $628,776 | 4,717 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,134,330 | 10,109 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $963,013 | 7,853 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $802,271 | 6,430 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $574,133 | 5,093 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $220,268 | 2,168 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $232,123 | 1,973 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||