Position in PLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$330,817
+$14,775 QoQ
Shares Held
2,442
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,221
of 1,716 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $330,817 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
|
2,442 | $330,817 |
All Filings in PLD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,817 | 2,442 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $316,042 | 2,391 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||