Position in PLD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$216,210
+$4,590 QoQ
Shares Held
1,596
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,382
of 1,716 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $216,210 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
|
1,596 | $216,210 |
All Filings in PLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,210 | 1,596 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $211,620 | 1,601 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $10,045,465 | 87,718 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||