Position in PLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$112,846
-$16,029 QoQ
Shares Held
833
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,461
of 1,715 holders
Holding Since
Mar 2020
26 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $524,456 across 6 REIT - Industrial names. PLD ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
770 | $245,098 | |
| 2 | EXR |
Extra Space Storage Inc.
|
864 | $125,539 | |
| 3 | PLD |
Prologis, Inc.
This page
|
833 | $112,846 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,249 | $40,592 | |
| 5 | COLD |
Americold Realty Trust
|
13 | $204 | |
| 6 | NSA |
National Storage Affiliates Trust
|
4 | $177 |
All Filings in PLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,846 | 833 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $128,875 | 975 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $87,447 | 685 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $66,765 | 583 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $128,666 | 1,224 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $133,700 | 1,196 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $258,965 | 2,450 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $295,747 | 2,342 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $243,937 | 2,172 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $283,749 | 2,179 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $339,781 | 2,549 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $267,396 | 2,383 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $245,995 | 2,006 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $250,288 | 2,006 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $226,136 | 2,006 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $132,181 | 1,301 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $156,709 | 1,332 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $210,085 | 1,301 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $224,423 | 1,333 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $112,510 | 897 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $60,840 | 509 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $53,954 | 509 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $52,720 | 529 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $50,310 | 500 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $55,998 | 600 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $41,953 | 522 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||