Position in PLD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$966,172
+$81,227 QoQ
Shares Held
7,132
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#876
of 1,716 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $966,172 across 1 REIT - Industrial name. PLD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
7,132 | $966,172 |
All Filings in PLD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,172 | 7,132 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $884,945 | 6,695 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,039,790 | 8,145 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $918,793 | 8,023 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $874,598 | 8,320 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,178,449 | 11,149 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,699,349 | 13,457 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,609,402 | 14,330 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,707,534 | 20,792 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,867,799 | 14,012 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,333,070 | 20,792 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,028,422 | 16,541 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,037,868 | 16,333 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,396,611 | 12,389 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,197,862 | 11,790 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,200,029 | 10,200 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,847,329 | 11,440 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,100,348 | 18,415 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,133,563 | 17,010 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,775,498 | 14,854 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,659,536 | 15,656 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,241,064 | 12,453 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,750,283 | 17,395 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,473,025 | 15,783 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,334,703 | 16,607 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||