Synergy Investment Management, LLC
Position in PLD — Prologis, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in PLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,243
-$520 QoQ
Shares Held
83
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,614
of 1,715 holders
Holding Since
Dec 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, 2026Synergy Investment Management, LLC holds $41,737 across 6 REIT - Industrial names. PLD ranks #2 (26.9% of the industry book) .
All Filings in PLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,243 | 83 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,763 | 89 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,471 | 40 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,333 | 41 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||