Position in PLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$391,576,167
+$36,179,046 QoQ
Shares Held
2,890,501
+7.5% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#51
of 1,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Derivatives in PLD
reported options exposure · as of Jun 30, 2026CallValue
$2,641,665
CallShares
19,500
PutValue
$2,655,212
PutShares
19,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $484,561,457 across 13 REIT - Industrial names. PLD ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
2,890,501 | $391,576,167 | |
| 2 | PSA |
Public Storage
|
132,352 | $42,128,961 | |
| 3 | EXR |
Extra Space Storage Inc.
|
159,331 | $23,150,792 | |
| 4 | STAG |
STAG Industrial, Inc.
|
200,275 | $7,622,463 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
176,901 | $5,926,183 | |
| 6 | LINE |
Lineage, Inc.
|
96,459 | $4,171,851 | |
| 7 | COLD |
Americold Realty Trust
|
163,339 | $2,567,687 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
40,343 | $2,473,427 |
All Filings in PLD
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,655,212 | 19,600 | Put | Defined | 2026-08-12 | |
| 2026-06-30 | $2,641,665 | 19,500 | Call | Defined | 2026-08-12 | |
| 2026-06-30 | $391,576,167 | 2,890,501 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $355,397,121 | 2,688,736 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $345,696,126 | 2,707,944 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,145,200 | 10,000 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $358,147,097 | 3,127,376 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $264,022,331 | 2,511,628 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $281,786,142 | 2,520,674 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $271,020,082 | 2,564,050 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $338,209,532 | 2,678,251 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $309,842,734 | 2,758,817 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $379,116,386 | 2,911,353 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $377,296,050 | 2,830,428 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $310,993,491 | 2,771,531 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $331,531,674 | 2,703,512 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $355,739,104 | 2,851,159 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $357,315,430 | 3,169,657 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $266,014,503 | 2,618,253 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $264,548,493 | 2,248,606 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $304,446,478 | 1,885,351 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $464,958,461 | 2,761,692 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $364,847,016 | 2,908,770 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $347,905,928 | 2,910,616 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $162,508,494 | 1,533,099 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $181,504,375 | 1,821,236 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $152,415,148 | 1,514,760 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $131,116,887 | 1,404,874 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $73,560,248 | 915,270 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||