Dark
Light
System
Security
Prologis Trust
Prologis Trust. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 16 Institutional holders with a total value of $48,979,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LJ TRUST Co LLC 454,000 24,321,000 49.66%
2 AMERICAN NATIONAL INSURANCE CO 144,845 7,755,000 15.83%
3 UNITED CAPITAL FINANCIAL ADVISORS, LLC 69,047 3,697,000 7.55%
4 World Asset Management Inc 65,196 3,491,000 7.13%
5 GRAYBILL WEALTH MANAGEMENT, LTD. 46,964 2,514,000 5.13%
6 Veritable, L.P. 44,223 2,368,000 4.83%
7 SVB WEALTH LLC 28,261 1,513,000 3.09%
8 American National Registered Investment Advisor, Inc. 17,380 931,000 1.90%
9 Laird Norton Wetherby Wealth Management, LLC 12,422 666,000 1.36%
10 KCM INVESTMENT ADVISORS LLC 11,967 641,000 1.31%
11 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,555 458,000 0.94%
12 Boltwood Capital Management 5,200 278,000 0.57%
13 BBR PARTNERS, LLC 4,293 230,000 0.47%
14 Evercore Wealth Management, LLC 2,065 111,000 0.23%
15 JAMES INVESTMENT RESEARCH, INC. 80 4,000 0.01%
16 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 25 1,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.