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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

PLD holding history

Prologis, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PLD overviewAll 13F holders of PLDFull Q2 2026 holdings

Shares (Q2 2026)
448,244
Value
$60.7M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of PLD by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026448,244$60.7M0.2%+282,938+171.2%AddedHolders
Q1 2026165,306$21.9M0.1%+129,620+363.2%AddedHolders
Q4 202535,686$4.56M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202532,498$3.42M<0.1%+2,006+6.6%AddedHolders
Q1 202530,492$3.41M<0.1%+15,782+107.3%AddedHolders
Q4 202414,710$1.55M<0.1%+292+2.0%AddedHolders
Q3 202414,418$1.82M<0.1%+1,492+11.5%AddedHolders
Q2 202412,926$1.45M<0.1%+582+4.7%AddedHolders
Q1 202412,344$1.61M<0.1%+1,442+13.2%AddedHolders
Q4 202310,902$1.45M<0.1%+1,469+15.6%AddedHolders
Q3 20239,433$1.06M<0.1%+938+11.0%AddedHolders
Q2 20238,495$1.21M<0.1%−3,632−29.9%ReducedHolders
Q1 202312,127$556.5K<0.1%+2,598+27.3%AddedHolders
Q4 20229,529$1.07M<0.1%−671−6.6%ReducedHolders
Q3 202210,200$1.04M<0.1%−2,048−16.7%ReducedHolders
Q2 202212,248$1.44M<0.1%−1,903−13.4%ReducedHolders
Q1 202214,151$2.29M0.1%−318−2.2%ReducedHolders
Q4 202114,469$2.44M0.1%+126+0.9%AddedHolders
Q3 202114,343$1.80M<0.1%+69+0.5%AddedHolders
Q2 202114,274$1.71M<0.1%+376+2.7%AddedHolders
Q1 202113,898$1.47M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.