Position in PLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$209,707
New position
Shares Held
1,548
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,399
of 1,715 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $209,707 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
|
1,548 | $209,707 |
All Filings in PLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,707 | 1,548 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||