Position in PLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$435,533
+$42,724 QoQ
Shares Held
3,295
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Plan A Wealth LLC holds $245,735 across 1 REIT - Industrial name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
772 | $245,735 |
All Filings in PLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $435,533 | 3,295 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $392,809 | 3,077 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $339,895 | 2,968 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $267,845 | 2,548 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||