Position in PLD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,167,119
+$451,963 QoQ
Shares Held
67,669
+2.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#383
of 1,716 holders
Holding Since
Mar 2023
14 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, 2026Cyndeo Wealth Partners, LLC holds $9,643,469 across 2 REIT - Industrial names. PLD ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
67,669 | $9,167,119 | |
| 2 | EGP |
Eastgroup Properties Inc
|
2,352 | $476,350 |
All Filings in PLD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,167,119 | 67,669 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,715,156 | 65,934 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,503,854 | 58,780 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,500,269 | 56,761 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,024,637 | 57,312 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,236,540 | 55,788 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,805,783 | 54,927 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,645,106 | 52,622 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,812,820 | 42,853 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,132,621 | 39,415 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,599,266 | 42,005 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,380,101 | 30,123 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,775,164 | 30,785 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,232,509 | 17,893 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||