Position in PLD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$575,070
+$249,379 QoQ
Shares Held
4,245
+72.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,030
of 1,717 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $575,070 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
|
4,245 | $575,070 |
All Filings in PLD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,070 | 4,245 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $325,691 | 2,464 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $254,426 | 1,993 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $54,470 | 485 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||