Position in PLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,857,546
+$78,449 QoQ
Shares Held
35,857
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#502
of 1,715 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,685,469 across 2 REIT - Industrial names. PLD ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
35,857 | $4,857,546 | |
| 2 | PSA |
Public Storage
|
2,601 | $827,923 |
All Filings in PLD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,857,546 | 35,857 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,779,097 | 36,156 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,684,353 | 36,694 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,029,842 | 35,189 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,627,480 | 34,508 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $3,888,165 | 34,781 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $3,990,491 | 37,753 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||