Position in PLD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,136,440
+$143,944 QoQ
Shares Held
30,534
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#525
of 1,715 holders
Holding Since
Dec 2023
11 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, 2026Evergreen Private Wealth LLC holds $4,136,440 across 1 REIT - Industrial name. PLD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
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|
30,534 | $4,136,440 |
All Filings in PLD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,136,440 | 30,534 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,992,496 | 30,205 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,959,757 | 31,018 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,223,279 | 28,146 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,953,977 | 28,101 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,794,302 | 24,996 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,534,474 | 23,978 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,037,160 | 24,051 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,359,624 | 12,106 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,535,293 | 11,790 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,203,699 | 9,030 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||