Public record / Tickers / PLD

PLD — Prologis, Inc.

Both disclosure regimes on one name: who in Congress filed about PLD, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
48
all PTR rows naming PLD
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
04-03
filed 2026-04-03
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $100K–$250K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every PLD row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

16 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 16 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PLD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PLD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-03Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 03-20 +14d$50K–$100K
2026-03-06David J. Taylor R–OH-2SaleTraded 02-26 +8d$1K–$15K
2026-02-02David J. Taylor R–OH-2PurchaseTraded 01-29 +4d$1K–$15K
2026-02-02David J. Taylor R–OH-2SaleTraded 01-16 +17d$1K–$15K
2025-09-17Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 08-18 +30d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 48 ↗

Members active in PLD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PLD in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-23−$29.0K to $13.0K2
Kevin Hern R–OK-11−$100K to −$50.0K1

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PLD

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Moore Capital Management $19.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PROLOGIS INC.

Merged timeline of congressional filings and notable-manager moves on PLD
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+70,507 sh
2026-05-15Bridgewater Associates 13Fadd+2,693 sh
2026-05-15Moore Capital Management 13Ftrim−240,112 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PLD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$13.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$8.0B1
3STATE STREET CORP$7.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$7.1B1
5GEODE CAPITAL MANAGEMENT, LLC$3.1B1
6APG Asset Management US Inc.$2.6B1
7Capital Research Global Investors$2.2B1
8FMR LLC$2.2B1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.9B1
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.9B1
11MORGAN STANLEY$1.8B1
12NORTHERN TRUST CORP$1.7B1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.6B1
14DIMENSIONAL FUND ADVISORS LP$1.5B1
15Legal & General Group Plc$1.5B1
16Nuveen, LLC$1.5B1
17FRANKLIN RESOURCES INC$1.4B1
18PRINCIPAL FINANCIAL GROUP INC$1.4B1
19BANK OF AMERICA CORP /DE/$1.4B1
20ROYAL BANK OF CANADA$1.3B1
21Invesco Ltd.$1.3B1
22WELLS FARGO & COMPANY/MN$1.2B1
23DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.1B1
24UBS Group AG$1.0B1
25DEUTSCHE BANK AG\$915M1
26Swedbank AB$912M1
27AMERIPRISE FINANCIAL INC$875M1
28Amundi$867M1
29CENTERSQUARE INVESTMENT MANAGEMENT LLC$823M1
30WELLINGTON MANAGEMENT GROUP LLP$760M1
31Bank of New York Mellon Corp$723M1
32VANGUARD FIDUCIARY TRUST CO$691M1
33Daiwa Securities Group Inc.$644M1
34PRUDENTIAL FINANCIAL INC$626M1
35Sumitomo Mitsui Trust Group, Inc.$522M1
36HSBC HOLDINGS PLC$520M1
37FEDERATED HERMES, INC.$512M1
38Capital International Investors$506M1
39AMF Tjanstepension AB$503M1
40ENVESTNET ASSET MANAGEMENT INC$492M1
41BARROW HANLEY MEWHINNEY & STRAUSS LLC$467M1
42CANADA PENSION PLAN INVESTMENT BOARD$432M1
43DUFF & PHELPS INVESTMENT MANAGEMENT CO$395M1
44CIBC Bancorp USA Inc.$387M1
45Mitsubishi UFJ Asset Management Co., Ltd.$379M1
46National Pension Service$371M1
47Swiss National Bank$360M1
48BANK OF MONTREAL /CAN/$355M1
49Resolution Capital Ltd$312M1
50SEI INVESTMENTS CO$295M1
51CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$289M1
52ALLIANCEBERNSTEIN L.P.$273M1
53Vanguard Global Advisers, LLC$269M1
54STIFEL FINANCIAL CORP$267M1
55AMERICAN CENTURY COMPANIES INC$267M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$257M1
57Aberdeen Group plc$255M1
58RAYMOND JAMES FINANCIAL INC$242M1
59CITIGROUP INC$238M1
60Asset Management One Co., Ltd.$238M1
61NOMURA ASSET MANAGEMENT CO LTD$234M1
62OMERS ADMINISTRATION Corp$229M1
63Universal- Beteiligungs- und Servicegesellschaft mbH$216M1
64VANGUARD ASSET MANAGEMENT, Ltd$212M1
65HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$212M1
66SCHRODER INVESTMENT MANAGEMENT GROUP$210M1
67MENORA MIVTACHIM HOLDINGS LTD.$205M1
68NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$205M1
69PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$192M1
70BNP Paribas Asset Management Holding S.A.$188M1
71JENNISON ASSOCIATES LLC$187M1
72AQR CAPITAL MANAGEMENT LLC$183M1
73Adelante Capital Management LLC$175M1
74LPL Financial LLC$169M1
75Janus Henderson Group Ltd.$162M1
76Pictet Asset Management Holding SA$151M1
77NEW YORK STATE COMMON RETIREMENT FUND$148M1
78Retirement Systems of Alabama$144M1
79Vanguard Investments Australia, Ltd.$143M1
80BAMCO INC /NY/$141M1
81AVIVA PLC$135M1
82CI INVESTMENTS INC.$134M1
83Allianz Asset Management GmbH$132M1
84AEW CAPITAL MANAGEMENT L P$130M1
85HEITMAN REAL ESTATE SECURITIES LLC$130M1
86Mondrian Investment Partners LTD$125M1
87VICTORY CAPITAL MANAGEMENT INC$123M1
88FIL Ltd$117M1
89Rockefeller Capital Management L.P.$117M1
90Allspring Global Investments Holdings, LLC$112M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$109M1
92Robeco Institutional Asset Management B.V.$106M1
93Clark Capital Management Group, Inc.$106M1
94MACQUARIE GROUP LTD$104M1
95ROYAL LONDON ASSET MANAGEMENT LTD$104M1
96MANUFACTURERS LIFE INSURANCE COMPANY, THE$102M1
97PFA Pension, Forsikringsaktieselskab$99.9M1
98State of New Jersey Common Pension Fund D$98.6M1
99STOREBRAND ASSET MANAGEMENT AS$97.8M1
1001832 Asset Management L.P.$93.8M1
101Sarasin & Partners LLP$91.7M1
102NewEdge Advisors, LLC$88.2M1
103GREAT LAKES ADVISORS, LLC$88.0M1
104DANSKE BANK A/S$87.9M1
105SCOTIA CAPITAL INC.$87.2M1
106ZACKS INVESTMENT MANAGEMENT$85.9M1
107COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$84.4M1
108ADAGE CAPITAL PARTNERS GP, L.L.C.$83.1M1
109GRS Advisors, LLC$82.1M1
110Ensign Peak Advisors, Inc$80.4M1
111LGT Group Foundation$80.0M1
112D.A. DAVIDSON & CO.$74.9M1
113Resona Asset Management Co.,Ltd.$73.8M1
114CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$73.7M1
115APG Asset Management N.V.$73.4M1
116Korea Investment CORP$72.2M1
117Mitsubishi UFJ Trust & Banking Corp$72.1M1
118NFJ INVESTMENT GROUP, LLC$70.4M1
119US BANCORP \DE\$68.7M1
120WESTWOOD HOLDINGS GROUP INC$68.5M1
121STATE OF WISCONSIN INVESTMENT BOARD$67.3M1
122Mariner, LLC$66.7M1
123CITADEL ADVISORS LLC$66.3M1
124BALYASNY ASSET MANAGEMENT L.P.$65.8M1
125MACKENZIE FINANCIAL CORP$65.1M1
126NATIONAL BANK OF CANADA /FI/$65.0M1
127Hazelview Securities Inc.$64.4M1
128Creative Planning$61.3M1
129Chevy Chase Trust Holdings, LLC$60.6M1
130BAHL & GAYNOR INC$58.1M1
131LAZARD ASSET MANAGEMENT LLC$56.4M1
132EVENTIDE ASSET MANAGEMENT, LLC$56.1M1
133AXIOM INVESTORS LLC /DE$54.4M1
134Alyeska Investment Group, L.P.$54.1M1
135MILLENNIUM MANAGEMENT LLC$53.3M1
136Anomaly Capital Management, LP$53.3M1
137UniSuper Management Pty Ltd$52.5M1
138VOYA INVESTMENT MANAGEMENT LLC$50.8M1
139Cetera Investment Advisers$50.7M1
140BROOKFIELD Corp /ON/$50.7M1
141MML INVESTORS SERVICES, LLC$50.5M1
142TD ASSET MANAGEMENT INC$50.2M1
143MILFORD FUNDS LTD$49.2M1
144Candriam S.C.A.$49.2M1
145Clearbridge Investments, LLC$49.2M1
146Freestone Grove Partners LP$49.0M1
147Tidal Investments LLC$48.9M1
148EASTERN BANK$48.7M1
149CREDIT AGRICOLE S A$48.6M1
150KLP KAPITALFORVALTNING AS$48.3M1
151Jefferies Financial Group Inc.$48.3M1
152Metis Global Partners, LLC$46.7M1
153Sumitomo Mitsui DS Asset Management Company, Ltd$45.2M1
154IFM Investors Pty Ltd$44.7M1
155Calamos Advisors LLC$44.5M1
156B&I Capital AG$44.0M1
157Eurizon Capital SGR S.p.A.$43.3M1
158TRUIST FINANCIAL CORP$42.1M1
159FIRST TRUST ADVISORS LP$41.9M1
160Tredje AP-fonden$41.6M1
161E. Ohman J:or Asset Management AB$40.8M1
162NISA INVESTMENT ADVISORS, LLC$40.7M1
163Woodline Partners LP$39.9M1
164Lansforsakringar Fondforvaltning AB (publ)$39.6M1
165NEOS Investment Management LLC$39.6M1
166Susquehanna Portfolio Strategies, LLC$39.2M1
167BOWEN HANES & CO INC$38.2M1
168CIBC Asset Management Inc$38.1M1
169HANCOCK WHITNEY CORP$37.5M1
170Gotham Asset Management, LLC$36.9M1
171Cerity Partners LLC$36.4M1
172TORONTO DOMINION BANK$36.1M1
173Jain Global LLC$35.8M1
174OFI INVEST ASSET MANAGEMENT$35.7M1
175NISSAY ASSET MANAGEMENT CORP /JAPAN$35.0M1
176PUBLIC SECTOR PENSION INVESTMENT BOARD$35.0M1
177NATIXIS$34.5M1
178Arizona State Retirement System$33.6M1
179STATE OF MICHIGAN RETIREMENT SYSTEM$33.6M1
180FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$33.6M1
181Czech National Bank$33.5M1
182Uniplan Investment Counsel, Inc.$32.6M1
183O'SHAUGHNESSY ASSET MANAGEMENT, LLC$31.7M1
184HighTower Advisors, LLC$31.4M1
185Allworth Financial LP$31.1M1
186Cannell & Spears LLC$31.1M1
187Quantinno Capital Management LP$30.7M1
188CHILTON CAPITAL MANAGEMENT LLC$30.7M1
189Advisors Capital Management, LLC$30.5M1
190Perpetual Ltd$30.2M1
191PACIFIC HEIGHTS ASSET MANAGEMENT LLC$29.7M1
192TRILLIUM ASSET MANAGEMENT, LLC$29.7M1
193Swiss Life Asset Management Ltd$28.4M1
194MERCER GLOBAL ADVISORS INC /ADV$28.1M1
195Badgley Phelps Wealth Managers, LLC$28.0M1
196Mirae Asset Global Investments Co., Ltd.$27.6M1
197DnB Asset Management AS$27.5M1
198SEB Asset Management AB$27.3M1
199OSAIC HOLDINGS, INC.$27.1M1
200CIBC WORLD MARKET INC.$25.7M1
201BANK OF NOVA SCOTIA$24.7M1
202Federation des caisses Desjardins du Quebec$24.6M1
203Zurich Insurance Group Ltd/FI$24.4M1
204AlTi Global, Inc.$24.1M1
205GATEWAY INVESTMENT ADVISERS LLC$23.9M1
206Varma Mutual Pension Insurance Co$23.8M1
207COMMERCE BANK$23.6M1
208Vert Asset Management LLC$23.5M1
209Verity & Verity, LLC$22.7M1
210USS Investment Management Ltd$22.6M1
211Land & Buildings Investment Management, LLC$22.3M1
212XPONANCE LLC$22.2M1
213TEACHER RETIREMENT SYSTEM OF TEXAS$21.9M1
214EP Wealth Advisors, LLC$21.9M1
215Epoch Investment Partners, Inc.$21.8M1
216Sanctuary Advisors, LLC$21.8M1
217ProShare Advisors LLC$21.8M1
218&PARTNERS$21.3M1
219Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$21.2M1
220BCV Asset Management Inc.$20.9M1
221Andra AP-fonden$20.8M1
222Envestnet Portfolio Solutions, Inc.$20.3M1
223Aristotle Atlantic Partners, LLC$20.1M1
224MOORE CAPITAL MANAGEMENT, LP$19.9M1
225Utah Retirement Systems$19.9M1
226DDD Partners, LLC$19.7M1
227Seven Post Investment Office LP$19.7M1
228ADAMS DIVERSIFIED EQUITY FUND, INC.$18.8M1
229Cander Asset Management LP$18.7M1
230PRUDENTIAL PLC$18.6M1
231Calamos Wealth Management LLC$18.6M1
232QRG CAPITAL MANAGEMENT, INC.$18.4M1
233GUGGENHEIM CAPITAL LLC$18.4M1
234Midwest Trust Co$18.4M1
235LBP AM SA$18.4M1
236NEW YORK LIFE INVESTMENT MANAGEMENT LLC$18.3M1
237JB Capital LLC$18.1M1
238Inspire Investing, LLC$17.9M1
239Rakuten Investment Management, Inc.$17.8M1
240TORRAY INVESTMENT PARTNERS LLC$17.6M1
241GSI Capital Advisors LLC$17.4M1
242Cornerstone Advisors, LLC$17.3M1
243BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$16.9M1
244Focus Partners Wealth$16.8M1
245THIRD AVENUE MANAGEMENT LLC$16.6M1
246M&T BANK CORP$16.6M1
247BOOTHBAY FUND MANAGEMENT, LLC$16.5M1
248FIFTH THIRD BANCORP$16.4M1
249Vontobel Holding Ltd.$16.4M1
250Wealthfront Advisers LLC$16.4M1
251Vinva Investment Management Ltd$16.3M1
252Stelac Advisory Services LLC$16.2M1
253New Age Alpha Advisors, LLC$15.9M1
254Knights of Columbus Asset Advisors LLC$15.9M1
255AIA Group Ltd$15.7M1
256GLENMEDE TRUST CO NA$15.6M1
257Ethic Inc.$15.6M1
258BLB&B Advisors, LLC$15.4M1
259Alley Investment Management Company, LLC$14.8M1
260ASR Vermogensbeheer N.V.$14.7M1
261Atria Investments, Inc$14.7M1
262S-Bank Fund Management Ltd$14.5M1
263ASSETMARK, INC$14.1M1
264OREGON PUBLIC EMPLOYEES RETIREMENT FUND$14.1M1
265Vanguard Personalized Indexing Management, LLC$14.0M1
266Norinchukin Bank, The$13.8M1
267Generate Investment Management Ltd$13.8M1
268Capital International, Inc./CA/$13.7M1
269Pathstone Holdings, LLC$13.6M1
270FIRST CITIZENS BANK & TRUST CO$13.5M1
271Baird Financial Group, Inc.$13.5M1
272BROWN ADVISORY INC$13.4M1
273MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.1M1
274MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$13.1M1
275Iyo Bank, Ltd.$13.0M1
276Hilton Capital Management, LLC$12.7M1
277NORDEA INVESTMENT MANAGEMENT AB$12.6M1
278OP Asset Management Ltd$12.4M1
279Corient Private Wealth LLC$12.3M1
280Hudson Bay Capital Management LP$11.9M1
281Osmosis Investment Management UK Ltd$11.8M1
282NICOLA WEALTH MANAGEMENT LTD.$11.8M1
283BAILARD, INC.$11.7M1
284CCM INVESTMENT ADVISERS LLC$11.5M1
285Orion Porfolio Solutions, LLC$11.4M1
286B. Metzler seel. Sohn & Co. AG$11.3M1
287Investment Management Corp of Ontario$11.1M1
288HUB Investment Partners, LLC$10.9M1
289Generali Asset Management SPA SGR$10.9M1
290ABN AMRO INVESTMENT SOLUTIONS$10.8M1
291Sienna Gestion$10.6M1
292Rafferty Asset Management, LLC$10.4M1
293Man Group plc$10.4M1
294COMMONWEALTH EQUITY SERVICES, LLC$10.2M1
295Bragg Financial Advisors, Inc$10.1M1
296Avanza Fonder AB$10.1M1
297ING GROEP NV$10.1M1
298Crossmark Global Holdings, Inc.$9.9M1
299BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$9.9M1
300CWM, LLC$9.7M1
301Providence Capital Advisors, LLC$9.6M1
302MATTERN CAPITAL MANAGEMENT, LLC$9.6M1
303WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.4M1
304ZEVIN ASSET MANAGEMENT LLC$9.3M1
305Lido Advisors, LLC$9.3M1
306BTC Capital Management, Inc.$9.1M1
307Naviter Wealth, LLC$8.9M1
308WESTPAC BANKING CORP$8.9M1
309Kestra Advisory Services, LLC$8.8M1
310Cyndeo Wealth Partners, LLC$8.7M1
311CONNORS INVESTOR SERVICES INC$8.5M1
312Qube Research & Technologies Ltd$8.4M1
313CWA Asset Management Group, LLC$8.3M1
314KEYBANK NATIONAL ASSOCIATION/OH$8.2M1
315FLPUTNAM INVESTMENT MANAGEMENT CO$8.1M1
316Vanderbilt University$8.0M1
317Community Financial Services Group, LLC$7.9M1
318Beacon Harbor Wealth Advisors, Inc.$7.9M1
319HBK Sorce Advisory LLC$7.8M1
320STEPHENS INC /AR/$7.8M1
321Evelyn Partners Investment Management LLP$7.8M1
322Masterton Capital Management, LP$7.6M1
323KESTRA PRIVATE WEALTH SERVICES, LLC$7.6M1
324Verition Fund Management LLC$7.6M1
325Assenagon Asset Management S.A.$7.6M1
326MIZUHO SECURITIES USA LLC$7.4M1
327Tower Research Capital LLC (TRC)$7.4M1
328Y-Intercept (Hong Kong) Ltd$7.3M1
329ALLIANZ SE$7.2M1
330DRW Securities, LLC$7.2M1
331LEVEL FOUR ADVISORY SERVICES, LLC$7.1M1
332SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.1M1
333RITHOLTZ WEALTH MANAGEMENT$7.1M1
334Texas Yale Capital Corp.$7.1M1
335ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7.0M1
336Empowered Funds, LLC$7.0M1
337HARTFORD INVESTMENT MANAGEMENT CO$7.0M1
338NICHOLAS COMPANY, INC.$6.9M1
339NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.7M1
340LAFFER TENGLER INVESTMENTS, INC.$6.7M1
341Private Advisor Group, LLC$6.7M1
342M&G Plc$6.7M1
343Parallax Volatility Advisers, L.P.$6.5M1
344UNITED CAPITAL FINANCIAL ADVISORS, LLC$6.5M1
345DAVENPORT & Co LLC$6.5M1
346AZZAD ASSET MANAGEMENT INC /ADV$6.4M1
347QUEST INVESTMENT MANAGEMENT LLC$6.4M1
348Union Bancaire Privee, UBP SA$6.4M1
349Plancorp, LLC$6.3M1
350PINNACLE ASSOCIATES LTD$6.3M1
351LIBERTY ONE INVESTMENT MANAGEMENT, LLC$6.2M1
352Socorro Asset Management LP$6.2M1
353Maryland State Retirement & Pension System$6.2M1
354Red Door Wealth Management, LLC$6.2M1
355Waratah Capital Advisors Ltd.$6.2M1
356EXCHANGE TRADED CONCEPTS, LLC$6.1M1
357WASHINGTON TRUST BANK$6.1M1
358DoubleLine ETF Adviser LP$6.0M1
359BOURGEON CAPITAL MANAGEMENT LLC$6.0M1
360Aptus Capital Advisors, LLC$6.0M1
361MASTERINVEST Kapitalanlage GmbH$6.0M1
362EDGEWOOD MANAGEMENT LLC$5.9M1
363Concurrent Investment Advisors, LLC$5.9M1
364Snowden Capital Advisors LLC$5.9M1
365BENJAMIN EDWARDS INC$5.8M1
366Meiji Yasuda Asset Management Co Ltd.$5.8M1
367ADVOCATE GROUP LLC$5.8M1
368GeoWealth Management, LLC$5.8M1
369COLDSTREAM CAPITAL MANAGEMENT INC$5.7M1
370M. Kulyk & Associates, LLC$5.7M1
371Sand Hill Global Advisors, LLC$5.6M1
372Turtle Creek Wealth Advisors, LLC$5.6M1
373Steward Partners Investment Advisory, LLC$5.5M1
374Vident Advisory, LLC$5.5M1
375Atlantic Union Bankshares Corp$5.4M1
376PRINCIPAL SECURITIES, INC.$5.4M1
377KING LUTHER CAPITAL MANAGEMENT CORP$5.3M1
378ADELL HARRIMAN & CARPENTER INC$5.3M1
379Callahan Advisors, LLC$5.2M1
380Geneos Wealth Management Inc.$5.2M1
381PANAGORA ASSET MANAGEMENT INC$5.2M1
382AG2R LA MONDIALE GESTION D'ACTIFS$5.1M1
383Ashton Thomas Private Wealth, LLC$5.1M1
384Prospera Financial Services Inc$5.1M1
385OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$5.1M1
386MUFG Securities EMEA plc$5.0M1
387Vestmark Advisory Solutions, Inc.$5.0M1
388RBA Wealth Management, LLC$4.9M1
389Modern Wealth Management, LLC$4.8M1
390INTECH INVESTMENT MANAGEMENT LLC$4.8M1
391CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.8M1
392NOVEM GROUP$4.8M1
393BLI - Banque de Luxembourg Investments$4.7M1
394QUADRANT CAPITAL GROUP LLC$4.7M1
395UMB Bank, n.a.$4.6M1
396Banque Cantonale Vaudoise$4.6M1
397Saudi Central Bank$4.5M1
398BANQUE PICTET & CIE SA$4.5M1
399L & S Advisors Inc$4.5M1
400Diversified Trust Co$4.5M1
401EASTERLY INVESTMENT PARTNERS LLC$4.5M1
402Merit Financial Group, LLC$4.4M1
403NOMURA HOLDINGS INC$4.4M1
404SANDLER CAPITAL MANAGEMENT$4.4M1
405HB Wealth Management, LLC$4.4M1
406Plato Investment Management Ltd$4.4M1
407LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$4.3M1
408Advisors Asset Management, Inc.$4.3M1
409Consolidated Investment Group LLC$4.3M1
410Siemens Fonds Invest GmbH$4.2M1
411CAISSE DES DEPOTS ET CONSIGNATIONS$4.2M1
412TOKIO MARINE ASSET MANAGEMENT CO LTD$4.2M1
413Squarepoint Ops LLC$4.2M1
414Composition Wealth, LLC$4.2M1
415Dai-ichi Life Insurance Company, Ltd$4.2M1
416OPPENHEIMER ASSET MANAGEMENT INC.$4.1M1
417ADVISORTRUST PARTNERS, LLC$4.0M1
418PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$4.0M1
419BDF-GESTION$3.9M1
420NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.9M1
421ELEVATION POINT WEALTH PARTNERS, LLC$3.9M1
422Generali Investments CEE, investicni spolecnost, a.s.$3.8M1
423Hennion & Walsh Asset Management, Inc.$3.8M1
424YHB Investment Advisors, Inc.$3.8M1
425SIGMA INVESTMENT COUNSELORS INC$3.7M1
426MAI Capital Management$3.7M1
427Capital Investment Advisors, LLC$3.7M1
428Sequoia Financial Advisors, LLC$3.7M1
429Cresset Asset Management, LLC$3.6M1
430Kingsview Wealth Management, LLC$3.6M1
431Orange Investment Advisors, Inc.$3.6M1
432Madison Asset Management, LLC$3.6M1
433OLD SECOND NATIONAL BANK OF AURORA$3.6M1
434GROUP ONE TRADING LLC$3.6M1
435HIGHLAND CAPITAL MANAGEMENT, LLC$3.6M1
436Asset One Wealth Management LLC$3.6M1
437North Dakota State Investment Board$3.6M1
438Larson Financial Group LLC$3.5M1
439GROUPAMA ASSET MANAGMENT$3.5M1
440Summit Trail Advisors, LLC$3.5M1
441FAS Wealth Partners, Inc.$3.5M1
442180 WEALTH ADVISORS, LLC$3.5M1
443Stenger Family Office, LLC$3.4M1
444FULTON BANK, N.A.$3.4M1
445MUFG SECURITIES AMERICAS INC.$3.4M1
446Pallas Capital Advisors LLC$3.4M1
447MEITAV INVESTMENT HOUSE LTD$3.4M1
448Groupe la Francaise$3.4M1
449AssuredPartners Investment Advisors, LLC$3.4M1
450SECURIAN ASSET MANAGEMENT, INC$3.3M1
451TD Waterhouse Canada Inc.$3.3M1
452U.S. Capital Wealth Advisors, LLC$3.3M1
453First Pacific Financial$3.3M1
454INTERCAPITAL, LLC$3.3M1
455Moran Wealth Management, LLC$3.3M1
456Callan Family Office, LLC$3.3M1
457FIRST FOUNDATION ADVISORS$3.3M1
458Platform Technology Partners$3.3M1
459Westerkirk Capital Inc.$3.3M1
460CULLINAN ASSOCIATES INC$3.2M1
461One Capital Management, LLC$3.2M1
462Beacon Pointe Advisors, LLC$3.2M1
463INTRUST BANK NA$3.2M1
464Pine Valley Investments Ltd Liability Co$3.2M1
465Robinson Value Management, Ltd.$3.2M1
466Presima Securities ULC$3.2M1
467Vise Technologies, Inc.$3.2M1
468SWEENEY & MICHEL, LLC$3.1M1
469WEALTH ALLIANCE, LLC$3.1M1
470LDR Capital Management LLC$3.1M1
471COHEN & STEERS, INC.$3.1M1
472Gerber Kawasaki Wealth & Investment Management$3.1M1
473Slagle Financial, LLC$3.0M1
474FIRST MANHATTAN CO. LLC.$3.0M1
475Hardman Johnston Global Advisors LLC$3.0M1
476Equitable Holdings, Inc.$3.0M1
477BAR HARBOR WEALTH MANAGEMENT$3.0M1
478BLAIR WILLIAM & CO/IL$2.9M1
479INTACT INVESTMENT MANAGEMENT INC.$2.9M1
480KCM INVESTMENT ADVISORS LLC$2.9M1
481Bleakley Financial Group, LLC$2.8M1
482Waverly Advisors, LLC$2.8M1
483Edgestream Partners, L.P.$2.8M1
484MGO ONE SEVEN LLC$2.8M1
485LGT Fund Management Co Ltd.$2.8M1
486Independent Advisor Alliance$2.8M1
487Summit Financial, LLC$2.7M1
488Agate Pass Investment Management, LLC$2.7M1
489HOHIMER WEALTH MANAGEMENT, LLC$2.7M1
490EVERGREEN CAPITAL MANAGEMENT LLC$2.7M1
491Sowell Financial Services LLC$2.7M1
492FIDUCIARY TRUST CO$2.7M1
493Leibman Financial Services, Inc.$2.7M1
494Foresight Group Ltd Liability Partnership$2.7M1
495Evelyn Partners Investment Management Services Ltd$2.7M1
496STABLEFORD CAPITAL II LLC$2.6M1
497Strengthening Families & Communities, LLC$2.6M1
498Raleigh Capital Management Inc.$2.6M1
499Stratos Wealth Partners, LTD.$2.6M1
500GREENLEAF TRUST$2.6M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 3 sell
Congress net ($ bound)−$129K to −$37.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PLD

RETAINED WINDOW · ACTIVE HITS

Zero hits on PLD in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PLD · financials and macro

Financials — as filed PLANNED

PLD's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PLD on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing