Paragon Private Wealth Management, LLC

Position in PLD — Prologis, Inc.

CIK 1922684 LEXINGTON, KY

Position in PLD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$566,805

+$4,909 QoQ

Shares Held

4,184

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,037

of 1,717 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Real Estate · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $566,805 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	4,184	$566,805

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$566,805	4,184	-1.6%	Shares	Sole	2026-07-28
2026-03-31	$561,896	4,251	+2.8%	Shares	Sole	2026-05-19
2025-12-31	$527,746	4,134	-11.2%	Shares	Sole	2026-02-11
2025-09-30	$533,205	4,656	-5.7%	Shares	Sole	2025-11-03
2025-06-30	$519,292	4,940	-23.1%	Shares	Sole	2025-08-14
2025-03-31	$717,915	6,422	-24.7%	Shares	Sole	2025-05-15
2024-12-31	$901,832	8,532	-7.7%	Shares	Sole	2025-02-07
2024-09-30	$1,167,206	9,243	+4.4%	Shares	Sole	2024-11-07
2024-06-30	$994,729	8,857	-5.8%	Shares	Sole	2024-08-12
2024-03-31	$1,224,328	9,402	-5.0%	Shares	Sole	2024-05-13
2023-12-31	$1,319,803	9,901	-1.1%	Shares	Sole	2024-02-09
2023-09-30	$1,123,334	10,011	+6.7%	Shares	Sole	2023-11-13
2023-06-30	$1,150,637	9,383	+0.1%	Shares	Sole	2023-08-03
2023-03-31	$1,169,718	9,375	-3.6%	Shares	Sole	2023-04-17
2022-12-31	$1,096,299	9,725	+1.0%	Shares	Sole	2023-02-13
2022-09-30	$977,900	9,625	+60.3%	Shares	Sole	2022-11-02
2022-06-30	$706,488	6,005	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.