Position in PLD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,773
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,642
of 1,717 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026United Financial Planning Group LLC holds $50,225 across 2 REIT - Industrial names. PLD ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,337 | $43,452 | |
| 2 | PLD |
Prologis, Inc.
This page
|
50 | $6,773 |
All Filings in PLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,773 | 50 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||