Position in PLD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$261,592
+$134,171 QoQ
Shares Held
1,931
+100.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,287
of 1,686 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $261,592 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
|
1,931 | $261,592 |
All Filings in PLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,592 | 1,931 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $127,421 | 964 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $135,191 | 1,059 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $137,194 | 1,198 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||