Position in PLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$255,360
-$540 QoQ
Shares Held
1,885
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,319
of 1,715 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $255,360 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
|
1,885 | $255,360 |
All Filings in PLD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,360 | 1,885 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $255,900 | 1,936 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $251,107 | 1,967 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $225,260 | 1,967 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $206,771 | 1,967 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $224,474 | 2,008 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $230,531 | 2,181 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $325,928 | 2,581 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $244,948 | 2,181 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $332,191 | 2,551 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||