Holdings Channel



PLD Holdings Changes image
This page summarizes the PLD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether PLD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing PLD Share Count
Ibex Wealth Advisors 35 42,720 +42,685 +121957.14%
OFI Invest Asset Management 17,063 316,935 +299,872 +1757.44%
Prestige Wealth Management Group LLC 734 11,847 +11,113 +1514.03%
Salomon & Ludwin LLC 52 637 +585 +1125.00%
Capstone Investment Advisors LLC 1,151 12,316 +11,165 +970.03%
Hanson & Doremus Investment Management 51 458 +407 +798.04%
Lloyd Advisory Services LLC. 1,778 11,130 +9,352 +525.98%
Nordea Investment Management AB 69,373 333,022 +263,649 +380.05%
FORA Capital LLC 17,406 61,448 +44,042 +253.03%
First National Trust Co 11,449 38,523 +27,074 +236.47%
IAG Wealth Partners LLC 25 75 +50 +200.00%
Cullinan Associates Inc. 30,941 91,951 +61,010 +197.18%
Sigma Planning Corp 2,381 6,383 +4,002 +168.08%
Vanderbilt University 18,684 48,088 +29,404 +157.38%
Brown Miller Wealth Management LLC 5,135 13,207 +8,072 +157.20%
Red Cedar Investment Management LLC 8,178 19,743 +11,565 +141.42%
Rise Advisors LLC 370 852 +482 +130.27%
Stratos Wealth Advisors LLC 1,724 3,805 +2,081 +120.71%
Hazlett Burt & Watson Inc. 482 1,049 +567 +117.63%
Financial Synergies Wealth Advisors Inc. 164 343 +179 +109.15%
HB Wealth Management LLC 4,717 8,691 +3,974 +84.25%
GHP Investment Advisors Inc. 367 610 +243 +66.21%
Nelson Van Denburg & Campbell Wealth Management Group LLC 5,121 7,932 +2,811 +54.89%
Stableford Capital II LLC 7,483 11,587 +4,104 +54.84%
Peterson Financial Group Inc. 12,892 19,001 +6,109 +47.39%
TFC Financial Management 499 694 +195 +39.08%
BKD Wealth Advisors LLC 1,766 2,453 +687 +38.90%
Carr Financial Group Corp 1,908 2,650 +742 +38.89%
Summit Trail Advisors LLC 9,074 12,576 +3,502 +38.59%
Independence Bank of Kentucky 955 1,320 +365 +38.22%
Mission Wealth Management LP 3,355 4,636 +1,281 +38.18%
Vaughan Nelson Investment Management L.P. 796,304 1,099,029 +302,725 +38.02%
InTrack Investment Management Inc 4,402 6,028 +1,626 +36.94%
Stablepoint Partners LLC 10,442 14,206 +3,764 +36.05%
Parkside Financial Bank & Trust 2,928 3,934 +1,006 +34.36%
JFS Wealth Advisors LLC 234 311 +77 +32.91%
Keel Point LLC 2,407 3,145 +738 +30.66%
Evergreen Private Wealth LLC 9,030 11,790 +2,760 +30.56%
Fidelis Capital Partners LLC 8,290 10,699 +2,409 +29.06%
Wealthcare Advisory Partners LLC 1,955 2,518 +563 +28.80%
Pensionfund Sabic 59,858 75,858 +16,000 +26.73%
V Square Quantitative Management LLC 14,365 18,167 +3,802 +26.47%
Hudson Valley Investment Advisors Inc. ADV 40,575 51,030 +10,455 +25.77%
Perigon Wealth Management LLC 6,310 7,921 +1,611 +25.53%
Godsey & Gibb Associates 577 724 +147 +25.48%
CHICAGO TRUST Co NA 3,736 4,648 +912 +24.41%
Main Street Financial Solutions LLC 2,259 2,807 +548 +24.26%
Gilman Hill Asset Management LLC 4,373 5,430 +1,057 +24.17%
Palumbo Wealth Management LLC 3,339 4,141 +802 +24.02%
Massmutual Trust Co. FSB ADV 21,058 26,081 +5,023 +23.85%
CNB Bank 5,856 7,248 +1,392 +23.77%
Segment Wealth Management LLC 40,020 49,490 +9,470 +23.66%
Stratos Wealth Partners LTD. 9,653 11,918 +2,265 +23.46%
BNP Paribas Arbitrage SA 1,143,570 1,411,436 +267,866 +23.42%
CVA Family Office LLC 440 534 +94 +21.36%
Bridges Investment Management Inc. 17,941 21,735 +3,794 +21.15%
Dakota Community Bank & Trust NA 1,488 1,793 +305 +20.50%
NBC Securities Inc. 1,302 1,567 +265 +20.35%
Benjamin F. Edwards & Company Inc. 6,774 8,139 +1,365 +20.15%
Veriti Management LLC 20,304 24,339 +4,035 +19.87%
Stock Yards Bank & Trust Co. 1,955 2,331 +376 +19.23%
Prosperity Consulting Group LLC 2,733 3,231 +498 +18.22%
Ballentine Partners LLC 11,915 14,069 +2,154 +18.08%
Meitav Dash Investments Ltd. 312,366 364,347 +51,981 +16.64%
Salem Investment Counselors Inc. 274 319 +45 +16.42%
Wealthfront Advisers LLC 55,786 64,833 +9,047 +16.22%
New Hampshire Trust 2,861 3,309 +448 +15.66%
First Horizon Advisors Inc. 328 379 +51 +15.55%
Norden Group LLC 4,344 5,008 +664 +15.29%
Lindbrook Capital LLC 2,702 3,103 +401 +14.84%
Strategic Blueprint LLC 1,930 2,215 +285 +14.77%
Financial Management Professionals Inc. 2,709 3,104 +395 +14.58%
Naviter Wealth LLC 60,166 68,765 +8,599 +14.29%
Strategy Asset Managers LLC 2,239 2,549 +310 +13.85%
AMF Pensionsforsakring AB 2,020,479 2,299,443 +278,964 +13.81%
Austin Private Wealth LLC 2,011 2,288 +277 +13.77%
Natixis Advisors L.P. 1,363,296 1,544,731 +181,435 +13.31%
Pensionfund DSM Netherlands 136,153 154,153 +18,000 +13.22%
Robeco Institutional Asset Management B.V. 431,171 487,384 +56,213 +13.04%
River Street Advisors LLC 1,931 2,178 +247 +12.79%
Tokio Marine Asset Management Co. Ltd. 20,856 23,510 +2,654 +12.73%
Turtle Creek Wealth Advisors LLC 31,570 35,484 +3,914 +12.40%
McGlone Suttner Wealth Management Inc. 2,833 3,181 +348 +12.28%
Private Trust Co. NA 7,951 8,917 +966 +12.15%
GAMMA Investing LLC 5,434 6,090 +656 +12.07%
WASHINGTON TRUST Co 645 722 +77 +11.94%
Asset Dedication LLC 305 340 +35 +11.48%
Archford Capital Strategies LLC 2,139 2,384 +245 +11.45%
UMA Financial Services Inc. 1,692 1,885 +193 +11.41%
Wellspring Financial Advisors LLC 1,570 1,745 +175 +11.15%
Financial Counselors Inc. 96,942 106,887 +9,945 +10.26%
Childress Capital Advisors LLC 3,117 3,430 +313 +10.04%
Liberty One Investment Management LLC 24,980 27,408 +2,428 +9.72%
Wedmont Private Capital 4,956 5,432 +476 +9.60%
PFG Investments LLC 16,767 18,360 +1,593 +9.50%
Principle Wealth Partners LLC 2,909 3,174 +265 +9.11%
Guidance Capital Inc. 4,495 4,898 +403 +8.97%
International Assets Investment Management LLC 1,697 1,846 +149 +8.78%
Constitution Capital LLC 12,800 13,900 +1,100 +8.59%
Hutchens & Kramer Investment Management Group LLC 2,454 2,663 +209 +8.52%
Cary Street Partners Investment Advisory LLC 2,950 3,192 +242 +8.20%
Woodward Diversified Capital LLC 4,081 4,412 +331 +8.11%
Swisher Financial Concepts Inc. 5,086 5,496 +410 +8.06%
Bellevue Asset Management LLC 25 27 +2 +8.00%
Red Door Wealth Management LLC 27,673 29,850 +2,177 +7.87%
Mirae Asset Global Investments Co. Ltd. 249,817 269,162 +19,345 +7.74%
Pinnacle Financial Partners Inc. 2,974 3,196 +222 +7.46%
Equitable Trust Co. 9,818 10,530 +712 +7.25%
Wesbanco Bank Inc. 8,633 9,224 +591 +6.85%
Verde Capital Management 13,258 14,161 +903 +6.81%
Greenleaf Trust 18,666 19,933 +1,267 +6.79%
Dynamic Advisor Solutions LLC 7,118 7,601 +483 +6.79%
Moody National Bank Trust Division 17,967 19,182 +1,215 +6.76%
RiverFront Investment Group LLC 178,608 190,233 +11,625 +6.51%
PDS Planning Inc 4,704 5,003 +299 +6.36%
North Star Investment Management Corp. 1,108 1,178 +70 +6.32%
CX Institutional 2,971 3,154 +183 +6.16%
Jamison Private Wealth Management Inc. 605 642 +37 +6.12%
Wealth Alliance Advisory Group LLC 5,360 5,685 +325 +6.06%
Bogart Wealth LLC 317 336 +19 +5.99%
Sumitomo Mitsui DS Asset Management Company Ltd 233,394 247,308 +13,914 +5.96%
JJJ Advisors Inc. 1,324 1,401 +77 +5.82%
Ferguson Wellman Capital Management Inc. 2,203 2,327 +124 +5.63%
Relyea Zuckerberg Hanson LLC 1,635 1,727 +92 +5.63%
Lincoln National Corp 47,116 49,729 +2,613 +5.55%
First Affirmative Financial Network 4,320 4,553 +233 +5.39%
Hixon Zuercher LLC 14,631 15,413 +782 +5.34%
Raymond James Trust N.A. 22,281 23,432 +1,151 +5.17%
Proficio Capital Partners LLC 2,939 3,090 +151 +5.14%
Nilsine Partners LLC 27,026 28,363 +1,337 +4.95%
Gryphon Financial Partners LLC 5,234 5,481 +247 +4.72%
Haverford Trust Co. 2,180 2,282 +102 +4.68%
Parcion Private Wealth LLC 2,136 2,236 +100 +4.68%
Van ECK Associates Corp 399,022 417,409 +18,387 +4.61%
Oakwell Private Wealth Management LLC 14,283 14,931 +648 +4.54%
Altfest L J & Co. Inc. 3,678 3,840 +162 +4.40%
Summit Financial LLC 8,883 9,271 +388 +4.37%
Fjarde AP Fonden Fourth Swedish National Pension Fund 158,136 164,936 +6,800 +4.30%
McMahon Financial Advisors LLC 5,964 6,210 +246 +4.12%
Ritholtz Wealth Management 42,056 43,729 +1,673 +3.98%
Revolve Wealth Partners LLC 1,565 1,627 +62 +3.96%
Adell Harriman & Carpenter Inc. 70,049 72,664 +2,615 +3.73%
Trust Point Inc. 4,163 4,317 +154 +3.70%
waypoint wealth counsel 2,538 2,632 +94 +3.70%
Wealth Enhancement Advisory Services LLC 262,909 272,548 +9,639 +3.67%
Modus Advisors LLC 2,994 3,102 +108 +3.61%
Sterling Investment Counsel LLC 9,561 9,894 +333 +3.48%
Ronald Blue Trust Inc. 12,476 12,904 +428 +3.43%
Berkshire Bank 4,504 4,657 +153 +3.40%
CAPROCK Group Inc. 10,944 11,303 +359 +3.28%
Capital Advisors Ltd. LLC 399 412 +13 +3.26%
B&I Capital AG 284,251 293,331 +9,080 +3.19%
Harrington Investments INC 15,093 15,570 +477 +3.16%
Graybill Bartz & Assoc Ltd. 26,686 27,470 +784 +2.94%
Legacy Wealth Asset Management LLC 6,963 7,167 +204 +2.93%
Accurate Wealth Management LLC 2,984 3,068 +84 +2.82%
Financial Advocates Investment Management 11,501 11,817 +316 +2.75%
CENTRAL TRUST Co 17,823 18,296 +473 +2.65%
NorthCrest Asset Manangement LLC 30,912 31,707 +795 +2.57%
Quent Capital LLC 2,222 2,277 +55 +2.48%
Whittier Trust Co. of Nevada Inc. 16,683 17,095 +412 +2.47%
Procyon Private Wealth Partners LLC 2,627 2,689 +62 +2.36%
Aspire Private Capital LLC 43 44 +1 +2.33%
Janney Montgomery Scott LLC 571,063 584,267 +13,204 +2.31%
Baldwin Brothers Inc. MA 69,715 71,316 +1,601 +2.30%
Lederer & Associates Investment Counsel CA 6,617 6,769 +152 +2.30%
Perpetual Ltd 64,632 66,075 +1,443 +2.23%
Fifth Third Bancorp 140,797 143,836 +3,039 +2.16%
Brown Advisory Inc. 93,059 95,017 +1,958 +2.10%
Family Legacy Inc. 16,634 16,976 +342 +2.06%
Spence Asset Management 144,661 147,585 +2,924 +2.02%
Busey Wealth Management 3,768 3,841 +73 +1.94%
JB Capital LLC 87,539 89,100 +1,561 +1.78%
Stonegate Investment Group LLC 333,691 339,520 +5,829 +1.75%
Checchi Capital Advisers LLC 16,320 16,603 +283 +1.73%
Mainsail Financial Group LLC 6,117 6,223 +106 +1.73%
180 Wealth Advisors LLC 37,646 38,289 +643 +1.71%
Clear Creek Financial Management LLC 3,346 3,403 +57 +1.70%
Raymond James Financial Services Advisors Inc. 223,532 227,184 +3,652 +1.63%
Bourgeon Capital Management LLC 51,571 52,405 +834 +1.62%
Patriot Financial Group Insurance Agency LLC 4,946 5,023 +77 +1.56%
PFW Advisors LLC 7,581 7,699 +118 +1.56%
Avitas Wealth Management LLC 27,600 28,022 +422 +1.53%
Green Alpha Advisors LLC 10,401 10,554 +153 +1.47%
Money Concepts Capital Corp 5,594 5,675 +81 +1.45%
SeaCrest Wealth Management LLC 2,246 2,277 +31 +1.38%
True North Advisors LLC 2,703 2,739 +36 +1.33%
Miracle Mile Advisors LLC 14,053 14,236 +183 +1.30%
Colton Groome Financial Advisors LLC 10,910 11,047 +137 +1.26%
RBA Wealth Management LLC 33,062 33,474 +412 +1.25%
Clear Investment Research LLC 242 245 +3 +1.24%
Patten Group Inc. 4,898 4,958 +60 +1.22%
Veracity Capital LLC 2,734 2,766 +32 +1.17%
Agate Pass Investment Management LLC 15,027 15,187 +160 +1.06%
Sivia Capital Partners LLC 1,705 1,723 +18 +1.06%
Boltwood Capital Management 4,875 4,925 +50 +1.03%
Stewart & Patten Co. LLC 126,464 127,734 +1,270 +1.00%
GPS Wealth Strategies Group LLC 200 202 +2 +1.00%
Global Retirement Partners LLC 8,330 8,413 +83 +1.00%
Assenagon Asset Management S.A. 24,676 24,920 +244 +0.99%
Pallas Capital Advisors LLC 26,676 26,940 +264 +0.99%
Park Avenue Securities LLC 60,166 60,754 +588 +0.98%
Jmac Enterprises LLC 6,907 6,971 +64 +0.93%
Apollon Wealth Management LLC 17,563 17,724 +161 +0.92%
Hedeker Wealth LLC 9,180 9,259 +79 +0.86%
Maryland State Retirement & Pension System 71,824 72,438 +614 +0.85%
Vert Asset Management LLC 137,047 138,216 +1,169 +0.85%
Whittier Trust Co. 49,650 50,060 +410 +0.83%
Nisa Investment Advisors LLC 578,311 582,999 +4,688 +0.81%
Sigma Investment Counselors Inc. 31,731 31,965 +234 +0.74%
State of Alaska Department of Revenue 539,163 542,831 +3,668 +0.68%
Seven Post Investment Office LP 157,047 158,093 +1,046 +0.67%
Roger Wittlin Investment Advisory LLC 14,582 14,679 +97 +0.67%
OMNI 360 Wealth Inc. 1,536 1,546 +10 +0.65%
Private Advisor Group LLC 60,386 60,768 +382 +0.63%
Vista Wealth Management Group LLC 1,998 2,010 +12 +0.60%
UMB Bank N A MO 114,552 115,229 +677 +0.59%
YHB Investment Advisors Inc. 28,961 29,133 +172 +0.59%
MCF Advisors LLC 5,017 5,046 +29 +0.58%
Navis Wealth Advisors LLC 2,741 2,757 +16 +0.58%
Stolper Co 14,642 14,718 +76 +0.52%
MONECO Advisors LLC 9,396 9,440 +44 +0.47%
Signet Financial Management LLC 2,631 2,643 +12 +0.46%
Czech National Bank 161,855 162,576 +721 +0.45%
Gulf International Bank UK Ltd 81,570 81,905 +335 +0.41%
Raymond James & Associates 894,883 898,383 +3,500 +0.39%
Gateway Investment Advisers LLC 289,296 290,436 +1,140 +0.39%
Artemis Investment Management LLP 72,033 72,269 +236 +0.33%
New England Capital Financial Advisors LLC 637 639 +2 +0.31%
Quaker Wealth Management LLC 2,010 2,016 +6 +0.30%
Lake Street Financial LLC 1,918 1,923 +5 +0.26%
RFG Advisory LLC 15,837 15,876 +39 +0.25%
Commonwealth Equity Services LLC 97,049 97,286 +237 +0.24%
AdvisorNet Financial Inc 911 913 +2 +0.22%
Silvia Mccoll Wealth Management LLC 4,741 4,748 +7 +0.15%
Conning Inc. 10,411 10,425 +14 +0.13%
Schnieders Capital Management LLC 6,942 6,949 +7 +0.10%
Concord Wealth Partners 968 969 +1 +0.10%
State of Michigan Retirement System 267,018 267,218 +200 +0.07%
Ashton Thomas Private Wealth LLC 22,445 22,453 +8 +0.04%
Retirement Systems of Alabama 1,115,870 1,116,169 +299 +0.03%
Advocate Group LLC 34,638 34,640 +2 +0.01%
13F Filers Reporting New Positions In PLD
Wiley BROS. Aintree Capital LLC 0 2,392 +2,392 +100%
Wright Investors Service Inc. 0 11,620 +11,620 +100%
ZWJ Investment Counsel Inc. 0 2,736 +2,736 +100%
BNP Paribas 0 114,065 +114,065 +100%
American National Bank & Trust Co. VA 0 3,207 +3,207 +100%
Bell Bank 0 2,533 +2,533 +100%
Tompkins Financial Corp 0 12 +12 +100%
Optimum Investment Advisors 0 200 +200 +100%
First Citizens Bank & Trust Co. 0 1,769 +1,769 +100%
Rational Advisors LLC 0 794 +794 +100%
Greenwood Capital Associates LLC 0 40,222 +40,222 +100%
Westend Capital Management LLC 0 90 +90 +100%
Northwest Investment Counselors LLC 0 45 +45 +100%
IMC Chicago LLC 0 11,991 +11,991 +100%
Mesirow Financial Investment Management Inc. 0 4,035 +4,035 +100%
Community Financial Services Group LLC 0 34,193 +34,193 +100%
Riverview Trust Co 0 321 +321 +100%
Brookstone Capital Management 0 1,708 +1,708 +100%
Mendel Money Management 0 4,395 +4,395 +100%
BTC Capital Management Inc. 0 69,492 +69,492 +100%
Kestra Private Wealth Services LLC 0 26,457 +26,457 +100%
First PREMIER Bank 0 40 +40 +100%
Simon Quick Advisors LLC 0 1,999 +1,999 +100%
AustralianSuper Pty Ltd 0 24,674 +24,674 +100%
Farmers & Merchants Trust Co of Chambersburg PA 0 61 +61 +100%
SpiderRock Advisors LLC 0 9,224 +9,224 +100%
Oak Thistle LLC 0 1,537 +1,537 +100%
Cornerstone Wealth Group LLC 0 1,588 +1,588 +100%
General Partner Inc. 0 533 +533 +100%
Apeiron RIA LLC 0 1,618 +1,618 +100%
HighMark Wealth Management LLC 0 20 +20 +100%
Advisor Resource Council 0 3,318 +3,318 +100%
Kowal Investment Group LLC 0 1,609 +1,609 +100%
SJS Investment Consulting Inc. 0 39 +39 +100%
Congress Wealth Management LLC DE 0 5,843 +5,843 +100%
Redmont Wealth Advisors LLC 0 63 +63 +100%
Simplicity Wealth LLC 0 12,339 +12,339 +100%
XY Capital Ltd 0 5,453 +5,453 +100%
Register Financial Advisors LLC 0 115 +115 +100%
Longbow Finance SA 0 38,253 +38,253 +100%
Yoder Wealth Management Inc. 0 2,363 +2,363 +100%
Traveka Wealth LLC 0 1,546 +1,546 +100%
Gilliland Jeter Wealth Management LLC 0 30 +30 +100%
Emprise Bank 0 2,038 +2,038 +100%
Central Pacific Bank Trust Division 0 1,587 +1,587 +100%
13F Filers With Unchanged Share Count
Adams Diversified Equity Fund Inc. 174,800 174,800 UNCH 0.00%
Caldwell Sutter Capital Inc. 20 20 UNCH 0.00%
Horizon Bancorp Inc. IN 38 38 UNCH 0.00%
Peregrine Capital Management LLC 9,281 9,281 UNCH 0.00%
ST Germain D J Co. Inc. 187 187 UNCH 0.00%
Guyasuta Investment Advisors Inc. 12,491 12,491 UNCH 0.00%
Renaissance Group LLC 2,008 2,008 UNCH 0.00%
Parsons Capital Management Inc. RI 7,404 7,404 UNCH 0.00%
Duncker Streett & Co. Inc. 712 712 UNCH 0.00%
Pittenger & Anderson Inc. 81 81 UNCH 0.00%
Atwood & Palmer Inc. 222 222 UNCH 0.00%
Amarillo National Bank 2,106 2,106 UNCH 0.00%
Adirondack Trust Co. 58 58 UNCH 0.00%
Albion Financial Group UT 400 400 UNCH 0.00%
M&R Capital Management Inc. 51 51 UNCH 0.00%
Beach Investment Counsel Inc. PA 11,491 11,491 UNCH 0.00%
Selway Asset Management 1,581 1,581 UNCH 0.00%
Dupont Capital Management Corp 99,180 99,180 UNCH 0.00%
Farmers & Merchants Investments Inc. 1,558 1,558 UNCH 0.00%
Tower Bridge Advisors 5,416 5,416 UNCH 0.00%
Covenant Partners LLC 7,147 7,147 UNCH 0.00%
Pacific Heights Asset Management LLC 150,000 150,000 UNCH 0.00%
Bangor Savings Bank 395 395 UNCH 0.00%
Phocas Financial Corp. 17,871 17,871 UNCH 0.00%
Ninety One UK Ltd 34,353 34,353 UNCH 0.00%
Harel Insurance Investments & Financial Services Ltd. 1,030 1,030 UNCH 0.00%
Atlas Capital Advisors LLC 24 24 UNCH 0.00%
Cohen Klingenstein LLC 18,500 18,500 UNCH 0.00%
New Jersey Better Educational Savings Trust 1,887 1,887 UNCH 0.00%
Supplemental Annuity Collective Trust of NJ 5,600 5,600 UNCH 0.00%
State of New Jersey Common Pension Fund D 1,211,219 1,211,219 UNCH 0.00%
NJ State Employees Deferred Compensation Plan 8,164 8,164 UNCH 0.00%
Ninety One SA PTY Ltd 6,880 6,880 UNCH 0.00%
Perkins Coie Trust Co 2,177 2,177 UNCH 0.00%
Boston Trust Walden Corp 3,558 3,558 UNCH 0.00%
Alta Advisers Ltd 2,617 2,617 UNCH 0.00%
Westside Investment Management Inc. 717 717 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 2,323 2,323 UNCH 0.00%
Consolidated Investment Group LLC 20,000 20,000 UNCH 0.00%
Lowe Wealth Advisors LLC 423 423 UNCH 0.00%
Oakworth Capital Inc. 97 97 UNCH 0.00%
Private Ocean LLC 55 55 UNCH 0.00%
Grassi Investment Management 252,146 252,146 UNCH 0.00%
Tradewinds Capital Management LLC 15 15 UNCH 0.00%
FinTrust Capital Advisors LLC 300 300 UNCH 0.00%
Juncture Wealth Strategies LLC 1,709 1,709 UNCH 0.00%
First Personal Financial Services 300 300 UNCH 0.00%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 53,172 53,172 UNCH 0.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 19,450 19,450 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 38 38 UNCH 0.00%
Silicon Valley Capital Partners 117 117 UNCH 0.00%
Transform Wealth LLC 3,437 3,437 UNCH 0.00%
Pinnacle Bank 1,299 1,299 UNCH 0.00%
Garrett Wealth Advisory Group LLC 1,584 1,584 UNCH 0.00%
Northwest Capital Management Inc 93 93 UNCH 0.00%
Centerpoint Advisors LLC 51 51 UNCH 0.00%
West Branch Capital LLC 1,238 1,238 UNCH 0.00%
Silvant Capital Management LLC 20,026 20,026 UNCH 0.00%
Essex Savings Bank 2,159 2,159 UNCH 0.00%
PSI Advisors LLC 75 75 UNCH 0.00%
Tsfg LLC 124 124 UNCH 0.00%
Key Financial Inc 164 164 UNCH 0.00%
Dohj LLC 2,825 2,825 UNCH 0.00%
N.E.W. Advisory Services LLC 6,046 6,046 UNCH 0.00%
First Pacific Financial 274 274 UNCH 0.00%
StrongBox Wealth LLC 21,372 21,372 UNCH 0.00%
Wolff Wiese Magana LLC 54 54 UNCH 0.00%
Annapolis Financial Services LLC 56 56 UNCH 0.00%
DHJJ Financial Advisors Ltd. 256 256 UNCH 0.00%
SOA Wealth Advisors LLC. 58 58 UNCH 0.00%
Piscataqua Savings Bank 100 100 UNCH 0.00%
Activest Wealth Management 32 32 UNCH 0.00%
Iyo Bank Ltd. 98,400 98,400 UNCH 0.00%
Stiles Financial Services Inc 2,247 2,247 UNCH 0.00%
AFG Fiduciary Services Limited Partnership 2,000 2,000 UNCH 0.00%
Sweet Financial Partners LLC 4,155 4,155 UNCH 0.00%
Investment Advisory Group LLC 7,226 7,226 UNCH 0.00%
Red Tortoise LLC 22 22 UNCH 0.00%
Armstrong Advisory Group Inc. 269 269 UNCH 0.00%
DecisionPoint Financial LLC 80 80 UNCH 0.00%
Signature Resources Capital Management LLC 5 5 UNCH 0.00%
Fortitude Family Office LLC 136 136 UNCH 0.00%
Trifecta Capital Advisors LLC 58 58 UNCH 0.00%
Glass Jacobson Investment Advisors llc 3,016 3,016 UNCH 0.00%
Compass Wealth Management LLC 338 338 UNCH 0.00%
Hudson Canyon Capital Management 13,373 13,373 UNCH 0.00%
Cherry Tree Wealth Management LLC 16 16 UNCH 0.00%
CJM Wealth Advisers Ltd. 1,571 1,571 UNCH 0.00%
Financial Perspectives Inc 25 25 UNCH 0.00%
Naples Money Management LLC 66 66 UNCH 0.00%
Sachetta LLC 792 792 UNCH 0.00%
Private Wealth Management Group LLC 283 283 UNCH 0.00%
1858 Wealth Management LLC 2,036 2,036 UNCH 0.00%
Cove Private Wealth LLC 5,500 5,500 UNCH 0.00%
Fairman Group LLC 13 13 UNCH 0.00%
13F Filers Decreasing PLD Share Count
Hollencrest Capital Management 1,873 53 -1,820 -97.17%
First Community Trust NA 314 29 -285 -90.76%
Thompson Investment Management Inc. 208 37 -171 -82.21%
Gradient Investments LLC 1,023 365 -658 -64.32%
Capital Investment Advisors LLC 73,355 28,253 -45,102 -61.48%
Planning Capital Management Corp 123 63 -60 -48.78%
DNB Asset Management AS 287,505 148,671 -138,834 -48.29%
Presima Inc. 390,693 203,343 -187,350 -47.95%
Migdal Insurance & Financial Holdings Ltd. 308,000 163,000 -145,000 -47.08%
Sunbelt Securities Inc. 59 35 -24 -40.68%
Everpar Advisors LLC 2,860 1,740 -1,120 -39.16%
Hennion & Walsh Asset Management Inc. 11,521 7,191 -4,330 -37.58%
LA Financiere DE L Echiquier 5,280 3,300 -1,980 -37.50%
Sequoia Financial Advisors LLC 15,332 9,763 -5,569 -36.32%
Webster Bank N. A. 333 213 -120 -36.04%
Mitchell Sinkler & Starr PA 2,705 1,770 -935 -34.57%
Source Financial Advisors LLC 3,985 2,647 -1,338 -33.58%
Los Angeles Capital Management & Equity Research Inc. 7,084 4,726 -2,358 -33.29%
Benjamin Edwards Inc. 4,085 2,790 -1,295 -31.70%
Smith Group Asset Management LLC 29,930 21,130 -8,800 -29.40%
Smith Salley & Associates 12,524 9,000 -3,524 -28.14%
Tobam 4,138 3,127 -1,011 -24.43%
Cambridge Investment Research Advisors Inc. 93,512 71,490 -22,022 -23.55%
Blue Chip Partners Inc. 1,565 1,206 -359 -22.94%
Spirit of America Management Corp NY 57,651 45,101 -12,550 -21.77%
Opus Capital Group LLC 3,114 2,444 -670 -21.52%
Sapient Capital LLC 6,674 5,252 -1,422 -21.31%
West Paces Advisors Inc. 6,359 5,075 -1,284 -20.19%
ZRC Wealth Management LLC 6,664 5,415 -1,249 -18.74%
Fifth Third Wealth Advisors LLC 8,012 6,551 -1,461 -18.24%
Cedrus LLC 1,979 1,626 -353 -17.84%
Clarius Group LLC 5,318 4,383 -935 -17.58%
GoalVest Advisory LLC 310 258 -52 -16.77%
Diversified Trust Co 18,910 15,747 -3,163 -16.73%
Centurion Wealth Management LLC 2,659 2,221 -438 -16.47%
Park Place Capital Corp 11,434 9,602 -1,832 -16.02%
Groesbeck Investment Management Corp NJ 4,715 3,965 -750 -15.91%
KMG Fiduciary Partners LLC 2,128 1,799 -329 -15.46%
Wambolt & Associates LLC 25,983 21,970 -4,013 -15.44%
A. D. Beadell Investment Counsel Inc. 2,245 1,901 -344 -15.32%
Handelsinvest Investeringsforvaltning 11,308 9,577 -1,731 -15.31%
Amalgamated Bank 224,790 192,013 -32,777 -14.58%
Mutual Advisors LLC 7,923 6,802 -1,121 -14.15%
Creative Financial Designs Inc. ADV 480 413 -67 -13.96%
Allspring Global Investments Holdings LLC 546,368 470,609 -75,759 -13.87%
OneAscent Financial Services LLC 5,095 4,419 -676 -13.27%
Pinnacle Wealth Management Advisory Group LLC 3,760 3,266 -494 -13.14%
Exchange Traded Concepts LLC 5,498 4,861 -637 -11.59%
NovaPoint Capital LLC 8,426 7,467 -959 -11.38%
Bank of New Hampshire 266 236 -30 -11.28%
Fulton Breakefield Broenniman LLC 3,736 3,324 -412 -11.03%
Callahan Advisors LLC 44,230 39,548 -4,682 -10.59%
Cottonwood Capital Advisors LLC 2,166 1,948 -218 -10.06%
Regent Peak Wealth Advisors LLC 1,715 1,553 -162 -9.45%
Manning & Napier Group LLC 307,345 278,936 -28,409 -9.24%
Buckingham Capital Management Inc. 49,769 45,419 -4,350 -8.74%
KLR Investment Advisors LLC 4,110 3,768 -342 -8.32%
Bruce G. Allen Investments LLC 737 676 -61 -8.28%
Adviser Investments LLC 153,676 141,200 -12,476 -8.12%
O ROURKE & COMPANY Inc 3,095 2,844 -251 -8.11%
Sage Mountain Advisors LLC 3,114 2,865 -249 -8.00%
SYSTM Wealth Solutions LLC 1,857 1,709 -148 -7.97%
Timbercreek Investment Management Inc. 531,385 489,235 -42,150 -7.93%
JNB Advisors LLC 4,511 4,162 -349 -7.74%
Kingswood Wealth Advisors LLC 40,303 37,384 -2,919 -7.24%
Douglas Lane & Associates LLC 3,795 3,524 -271 -7.14%
DMG Group LLC 3,660 3,400 -260 -7.10%
First Hawaiian Bank 6,021 5,599 -422 -7.01%
Sound Income Strategies LLC 629 585 -44 -7.00%
Securian Asset Management Inc 58,460 54,421 -4,039 -6.91%
MV Capital Management Inc. 473 441 -32 -6.77%
Regions Financial Corp 3,317 3,095 -222 -6.69%
Dakota Wealth Management 18,558 17,358 -1,200 -6.47%
CWM LLC 18,211 17,046 -1,165 -6.40%
Allworth Financial LP 12,689 11,887 -802 -6.32%
Cyndeo Wealth Partners LLC 42,005 39,415 -2,590 -6.17%
Oak Ridge Investments LLC 6,723 6,326 -397 -5.91%
Covea Finance 223,119 210,224 -12,895 -5.78%
Azzad Asset Management Inc. ADV 47,573 44,856 -2,717 -5.71%
Covenant Asset Management LLC 2,584 2,439 -145 -5.61%
Rosenberg Matthew Hamilton 2,116 2,002 -114 -5.39%
Grove Bank & Trust 1,145 1,085 -60 -5.24%
Capital Asset Advisory Services LLC 2,195 2,084 -111 -5.06%
Arkadios Wealth Advisors 7,379 7,015 -364 -4.93%
Phillips Wealth Planners LLC 3,193 3,049 -144 -4.51%
B.O.S.S. Retirement Advisors LLC 20,730 19,802 -928 -4.48%
SC&H Financial Advisors Inc. 6,700 6,400 -300 -4.48%
J.W. Cole Advisors Inc. 5,872 5,619 -253 -4.31%
Michael S. Ryan Inc. 3,406 3,262 -144 -4.23%
Janney Capital Management LLC 23,872 22,875 -997 -4.18%
Hartford Investment Management Co. 62,316 59,715 -2,601 -4.17%
GDS Wealth Management 3,268 3,132 -136 -4.16%
Kesler Norman & Wride LLC 13,101 12,570 -531 -4.05%
Aurum Wealth Management Group LLC 5,873 5,635 -238 -4.05%
James Investment Research Inc. 41,078 39,423 -1,655 -4.03%
Pinnacle Associates Ltd. 62,853 60,429 -2,424 -3.86%
Premier Path Wealth Partners LLC 6,507 6,260 -247 -3.80%
Valley National Advisers Inc. 370 356 -14 -3.78%
Louisiana State Employees Retirement System 55,900 53,800 -2,100 -3.76%
Montecito Bank & Trust 6,207 5,978 -229 -3.69%
Versant Capital Management Inc 82 79 -3 -3.66%
Bank of New York Mellon Corp 6,693,571 6,454,421 -239,150 -3.57%
G&S Capital LLC 11,737 11,337 -400 -3.41%
Asset Management One Co. Ltd. 1,949,683 1,886,053 -63,630 -3.26%
New Mexico Educational Retirement Board 48,027 46,527 -1,500 -3.12%
Zurcher Kantonalbank Zurich Cantonalbank 580,943 563,105 -17,838 -3.07%
Empower Advisory Group LLC 7,067 6,861 -206 -2.91%
Baker Ellis Asset Management LLC 10,550 10,250 -300 -2.84%
One Wealth Advisors LLC 2,824 2,744 -80 -2.83%
Canandaigua National Bank & Trust Co. 11,807 11,482 -325 -2.75%
Spire Wealth Management 6,312 6,139 -173 -2.74%
Alhambra Investment Partners LLC 3,987 3,883 -104 -2.61%
Valeo Financial Advisors LLC 26,831 26,132 -699 -2.61%
Daiwa Securities Group Inc. 6,021,300 5,873,947 -147,353 -2.45%
Windsor Capital Management LLC 6,323 6,173 -150 -2.37%
GLOBALT Investments LLC GA 7,818 7,634 -184 -2.35%
California Public Employees Retirement System 1,863,931 1,820,562 -43,369 -2.33%
Cordatus Wealth Management LLC 2,585 2,527 -58 -2.24%
Sumitomo Mitsui Trust Holdings Inc. 4,660,807 4,557,603 -103,204 -2.21%
Carmel Capital Partners LLC 3,314 3,242 -72 -2.17%
Baillie Gifford & Co. 350,959 343,467 -7,492 -2.13%
Romano Brothers AND Company 3,343 3,273 -70 -2.09%
Hendershot Investments Inc. 9,626 9,426 -200 -2.08%
Klingenstein Fields & Co. LP 189,702 185,766 -3,936 -2.07%
Strategic Investment Advisors MI 2,796 2,739 -57 -2.04%
Mutual of America Capital Management LLC 123,643 121,150 -2,493 -2.02%
BSW Wealth Partners 3,316 3,255 -61 -1.84%
Principal Financial Group Inc. 12,325,559 12,098,795 -226,764 -1.84%
New York State Teachers Retirement System 885,867 870,006 -15,861 -1.79%
Verdence Capital Advisors LLC 2,364 2,323 -41 -1.73%
Sarasin & Partners LLP 1,510,873 1,485,893 -24,980 -1.65%
Hexagon Capital Partners LLC 184 181 -3 -1.63%
Camden National Bank 63,800 62,826 -974 -1.53%
Catalyst Financial Partners LLC 2,932 2,892 -40 -1.36%
Forbes J M & Co. LLP 58,408 57,682 -726 -1.24%
Taylor & Morgan Wealth Management LLC 2,460 2,430 -30 -1.22%
US Asset Management LLC 4,954 4,894 -60 -1.21%
Harbor Investment Advisory LLC 14,272 14,125 -147 -1.03%
Impax Asset Management Group plc 314,958 311,741 -3,217 -1.02%
IFM Investors Pty Ltd 182,259 180,392 -1,867 -1.02%
Connable Office Inc. 16,617 16,448 -169 -1.02%
Hartford Financial Management Inc. 17,450 17,281 -169 -0.97%
DekaBank Deutsche Girozentrale 1,232,169 1,220,520 -11,649 -0.95%
Venturi Wealth Management LLC 10,072 9,993 -79 -0.78%
Valued Wealth Advisors LLC 2,017 2,003 -14 -0.69%
McKinley Carter Wealth Services Inc. 5,264 5,228 -36 -0.68%
Crumly & Associates Inc. 8,681 8,627 -54 -0.62%
TKG Advisors LLC 8,407 8,356 -51 -0.61%
Arlington Trust Co LLC 2,661 2,645 -16 -0.60%
Pasadena Private Wealth LLC 3,345 3,330 -15 -0.45%
Heirloom Wealth Management 4,713 4,694 -19 -0.40%
Ignite Planners LLC 2,471 2,462 -9 -0.36%
Cigna Investments Inc. New 9,819 9,787 -32 -0.33%
Kinneret Advisory LLC 30,536 30,441 -95 -0.31%
Thomasville National Bank 2,031 2,025 -6 -0.30%
RMR Wealth Builders 2,051 2,045 -6 -0.29%
Stanley Laman Group Ltd. 27,948 27,868 -80 -0.29%
LDR Capital Management LLC 14,678 14,636 -42 -0.29%
Griffin Asset Management Inc. 12,240 12,204 -36 -0.29%
Fulton Bank N.A. 8,119 8,097 -22 -0.27%
Jennison Associates LLC 214,780 214,199 -581 -0.27%
Lockerman Financial Group Inc. 4,402 4,392 -10 -0.23%
Yousif Capital Management LLC 159,981 159,624 -357 -0.22%
Proequities Inc. 9,999 9,977 -22 -0.22%
Gilbert & Cook Inc. 5,487 5,476 -11 -0.20%
Mitchell Mcleod Pugh & Williams Inc. 1,811 1,808 -3 -0.17%
Sage Rhino Capital LLC 1,846 1,843 -3 -0.16%
Trinity Legacy Partners LLC 2,019 2,017 -2 -0.10%
Mogy Joel R Investment Counsel Inc. 75,381 75,311 -70 -0.09%
Telos Capital Management Inc. 7,761 7,755 -6 -0.08%
HTLF Bank 20,824 20,814 -10 -0.05%
Mather Group LLC. 5,920 5,917 -3 -0.05%
Cedar Brook Financial Partners LLC 22,007 22,000 -7 -0.03%
LGT Financial Advisors LLC 7,615 7,614 -1 -0.01%
BLB&B Advisors LLC 172,920 172,903 -17 -0.01%
13F Filers Exiting PLD
American Capital Advisory LLC 234 0 -234 -100.00%
Ables Iannone Moore & Associates Inc. 515 0 -515 -100.00%
Tritonpoint Wealth LLC 1,580 0 -1,580 -100.00%
WS Portfolio Advisory LLC 41,314 0 -41,314 -100.00%
Values First Advisors Inc. 2,981 0 -2,981 -100.00%
Morton Brown Family Wealth LLC 25 0 -25 -100.00%
Wealthspan Partners LLC 2,418 0 -2,418 -100.00%
Thrive Wealth Management LLC 1,546 0 -1,546 -100.00%
Opal Wealth Advisors LLC 1,784 0 -1,784 -100.00%
Planned Solutions Inc. 922 0 -922 -100.00%
Tennessee Valley Asset Management Partners 72 0 -72 -100.00%
KWB Wealth 3,779 0 -3,779 -100.00%
Investment Research & Advisory Group Inc. 1 0 -1 -100.00%
Beacon Financial Advisory LLC 4,135 0 -4,135 -100.00%
Banque Cantonale Vaudoise 4,154 0 -4,154 -100.00%
Legacy Advisors LLC 1,728 0 -1,728 -100.00%
Fundamentun LLC 1,565 0 -1,565 -100.00%
Founders Capital Management 481 0 -481 -100.00%
Meridian Wealth Management LLC 3,338 0 -3,338 -100.00%
HMS Capital Management LLC 7,980 0 -7,980 -100.00%
RSM US Wealth Management LLC 1,736 0 -1,736 -100.00%
Compagnie Lombard Odier SCmA 600 0 -600 -100.00%
Carlson Capital Management 1,717 0 -1,717 -100.00%
Verity & Verity LLC 86,656 0 -86,656 -100.00%
South Dakota Investment Council 163,133 0 -163,133 -100.00%
Hengehold Capital Management LLC 1,544 0 -1,544 -100.00%
Cutler Group LP 929 0 -929 -100.00%
Arlington Partners LLC 441 0 -441 -100.00%
American National Bank 85 0 -85 -100.00%
Foster & Motley Inc. 1,889 0 -1,889 -100.00%
Trust Co. of Toledo NA OH 1,528 0 -1,528 -100.00%
Hartline Investment Corp 9,822 0 -9,822 -100.00%
Park National Corp OH 1,683 0 -1,683 -100.00%

See Summary: Institutional Holders of PLD
See Details: Top 10 Hedge Funds Holding PLD
Also See: PLD Insider Buying

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