Position in PLD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$696,857
+$8,993 QoQ
Shares Held
5,144
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#975
of 1,716 holders
Holding Since
Mar 2023
13 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, 2026SageView Advisory Group, LLC holds $696,857 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
|
5,144 | $696,857 |
All Filings in PLD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,857 | 5,144 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $687,864 | 5,204 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $534,384 | 4,186 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $476,861 | 4,164 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $414,383 | 3,942 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $421,448 | 3,770 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $385,065 | 3,643 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $507,898 | 4,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $948,345 | 8,444 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,627,326 | 12,208 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $664,058 | 5,918 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $860,617 | 7,018 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $848,061 | 6,797 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||