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Disclosery

Grassi Investment Management: PLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on PLD, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 256,075 PLD shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 256,075 shares
    Change vs previous 13F 0 shares

    2.14% of the 13F portfolio, value $26,919,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 256,075 shares
    Change vs previous 13F +1,750 shares

    2.65% of the 13F portfolio, value $28,627,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 254,325 shares
    Change vs previous 13F +2,400 shares

    2.29% of the 13F portfolio, value $26,882,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 251,925 shares
    Change vs previous 13F -1,271 shares

    2.75% of the 13F portfolio, value $31,813,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 253,196 shares
    Change vs previous 13F +1,050 shares

    2.52% of the 13F portfolio, value $28,436,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 252,146 shares
    Change vs previous 13F 0 shares

    2.97% of the 13F portfolio, value $32,834,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 252,146 shares
    Change vs previous 13F +60,900 shares

    3.52% of the 13F portfolio, value $33,611,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 191,246 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $21,460,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).