Position in PLD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$612,324
+$134,494 QoQ
Shares Held
4,520
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,014
of 1,715 holders
Holding Since
Jun 2025
5 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, 2026FAMILY WEALTH PARTNERS, LLC holds $612,324 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
|
4,520 | $612,324 |
All Filings in PLD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,324 | 4,520 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $477,830 | 3,615 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $472,724 | 3,703 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $411,126 | 3,590 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $255,021 | 2,426 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||