Position in PLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$369,833
+$20,217 QoQ
Shares Held
2,730
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,179
of 1,717 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $1,441,264 across 2 REIT - Industrial names. PLD ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
3,366 | $1,071,431 | |
| 2 | PLD |
Prologis, Inc.
This page
|
2,730 | $369,833 |
All Filings in PLD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,833 | 2,730 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $349,616 | 2,645 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $288,000 | 2,256 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $222,283 | 1,941 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $243,925 | 2,182 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $239,679 | 1,898 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $931,724 | 7,155 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $924,835 | 6,938 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $696,936 | 6,211 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $808,254 | 6,591 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,179,919 | 33,501 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,540,623 | 31,408 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $717,296 | 7,060 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $797,549 | 6,779 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,095,964 | 6,787 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,133,062 | 6,730 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $820,813 | 6,544 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $744,671 | 6,230 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $764,048 | 7,208 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $707,586 | 7,100 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $697,699 | 6,934 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $555,780 | 5,955 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $459,716 | 5,720 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||