Position in PLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$532,803
+$66,208 QoQ
Shares Held
3,933
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,055
of 1,717 holders
Holding Since
Dec 2023
10 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, 2026Quotient Wealth Partners, LLC holds $916,684 across 2 REIT - Industrial names. PLD ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
3,933 | $532,803 | |
| 2 | PSA |
Public Storage
|
1,206 | $383,881 |
All Filings in PLD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,803 | 3,933 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $466,595 | 3,530 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $356,682 | 2,794 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $246,103 | 2,149 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $391,712 | 3,504 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $238,776 | 2,259 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $361,792 | 2,865 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $227,652 | 2,027 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $407,849 | 3,132 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $333,783 | 2,504 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||