Position in PLD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$235,988
+$27,805 QoQ
Shares Held
1,742
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,343
of 1,716 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026QTR Family Wealth, LLC holds $235,988 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
|
1,742 | $235,988 |
All Filings in PLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,988 | 1,742 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $208,183 | 1,575 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $190,596 | 1,493 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||