Phillips Wealth Planners LLC

Position in PLD — Prologis, Inc.

CIK 1962628 STARKVILLE, MS

Position in PLD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$250,077

-$1,725 QoQ

Shares Held

1,846

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,326

of 1,717 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $1,163,048 across 4 REIT - Industrial names. PLD ranks #4 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	1,103	$351,095
2	TRNO	Terreno Realty Corp	4,635	$300,208
3	EGP	Eastgroup Properties Inc	1,292	$261,668
4	PLD	Prologis, Inc. This page	1,846	$250,077

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,077	1,846	-3.1%	Shares	Sole	2026-08-07
2026-03-31	$251,802	1,905	-12.3%	Shares	Sole	2026-05-14
2025-12-31	$277,405	2,173	-0.2%	Shares	Defined	2026-02-10
2025-09-30	$249,424	2,178	-41.9%	Shares	Defined	2025-11-07
2024-12-31	$396,375	3,750	-11.1%	Shares	Defined	2025-01-17
2024-09-30	$532,775	4,219	+26.0%	Shares	Defined	2024-10-29
2024-06-30	$376,126	3,349	+9.8%	Shares	Sole	2024-08-02
2024-03-31	$397,040	3,049	-4.5%	Shares	Defined	2024-04-29
2023-12-31	$425,626	3,193	-1.4%	Shares	Defined	2024-02-12
2023-09-30	$363,335	3,238	+1.1%	Shares	Defined	2023-10-30
2023-06-30	$392,906	3,204	+1.5%	Shares	Defined	2023-07-26
2023-03-31	$393,774	3,156	-1.7%	Shares	Defined	2023-05-15
2022-12-31	$361,976	3,211	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.