Position in PLD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$270,804
+$44,116 QoQ
Shares Held
1,999
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,304
of 1,715 holders
Holding Since
Dec 2025
3 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, 2026Optivise Advisory Services LLC holds $270,804 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
|
1,999 | $270,804 |
All Filings in PLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,804 | 1,999 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $226,688 | 1,715 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $270,383 | 2,118 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||