Position in PLD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$311,039
+$33,858 QoQ
Shares Held
2,296
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,254
of 1,715 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026RICHARDS, MERRILL & PETERSON, INC. holds $514,089 across 2 REIT - Industrial names. PLD ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
2,296 | $311,039 | |
| 2 | STAG |
STAG Industrial, Inc.
|
5,335 | $203,050 |
All Filings in PLD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,039 | 2,296 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $277,181 | 2,097 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $267,575 | 2,096 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $233,849 | 2,042 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $230,212 | 2,190 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $244,708 | 2,189 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $130,856 | 1,238 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||