Caldwell Trust Co

Bank

Position in PLD — Prologis, Inc.

CIK 2080218 Venice, FL

Position in PLD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$118,265

-$19,863 QoQ

Shares Held

873

-16.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,459

of 1,716 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $187,073 across 4 REIT - Industrial names. PLD ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc. This page	873	$118,265
2	PSA	Public Storage	155	$49,338
3	EXR	Extra Space Storage Inc.	134	$19,470
4	NSA	National Storage Affiliates Trust	300	$0

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$118,265	873	-16.5%	Shares	Sole	2026-08-03
2026-03-31	$138,128	1,045	+3.1%	Shares	Sole	2026-04-22
2025-12-31	$129,447	1,014	-44.2%	Shares	Sole	2026-01-30
2025-09-30	$208,082	1,817	+147.2%	Shares	Sole	2025-10-23
2025-06-30	$77,263	735	-13.8%	Shares	Sole	2025-09-22
2025-03-31	$95,356	853	+16.1%	Shares	Sole	2025-09-23
2024-12-31	$77,689	735	0.0%	Shares	Sole	2025-09-24
2024-09-30	$92,815	735	+30.3%	Shares	Sole	2025-09-24
2024-06-30	$63,342	564	0.0%	Shares	Sole	2025-09-24
2024-03-31	$73,444	564	+9.5%	Shares	Sole	2025-09-24
2023-12-31	$68,649	515	-9.2%	Shares	Sole	2025-10-01
2023-09-30	$63,623	567	-7.2%	Shares	Sole	2025-10-01
2023-06-30	$74,926	611	+35.8%	Shares	Sole	2025-10-01
2023-03-31	$56,146	450	0.0%	Shares	Sole	2025-10-01
2022-12-31	$50,728	450	-32.9%	Shares	Sole	2025-10-01
2022-09-30	$68,173	671	+49.1%	Shares	Sole	2025-10-01
2022-06-30	$52,942	450	0.0%	Shares	Sole	2025-10-02
2022-03-31	$72,666	450	-10.0%	Shares	Sole	2025-10-02
2021-12-31	$84,180	500	0.0%	Shares	Sole	2025-10-02
2021-09-30	$62,715	500	0.0%	Shares	Sole	2025-10-02
2021-06-30	$59,765	500	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.