Position in PLD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,083,686
+$349,189 QoQ
Shares Held
44,908
+3.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#461
of 1,715 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $6,083,686 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
|
44,908 | $6,083,686 |
All Filings in PLD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,083,686 | 44,908 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,734,497 | 43,384 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,038,101 | 39,465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,529,964 | 30,824 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,429,638 | 23,113 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,943,245 | 17,383 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,505,379 | 14,242 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||