Position in PLD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$627,361
-$15,826 QoQ
Shares Held
4,631
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,006
of 1,716 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BSW Wealth Partners holds $627,361 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
|
4,631 | $627,361 |
All Filings in PLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,361 | 4,631 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $643,187 | 4,866 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $582,001 | 4,559 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $426,128 | 3,721 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $391,046 | 3,720 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $429,720 | 3,844 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $316,148 | 2,991 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $481,884 | 3,816 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $379,607 | 3,380 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $423,866 | 3,255 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $442,022 | 3,316 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $335,620 | 2,991 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $331,836 | 2,706 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $930,409 | 7,457 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $819,998 | 7,274 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $729,589 | 7,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $835,315 | 7,100 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $918,336 | 5,687 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $763,344 | 4,534 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $603,318 | 4,810 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $461,505 | 3,861 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $282,914 | 2,669 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $227,125 | 2,279 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $213,817 | 2,125 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $331,321 | 3,550 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||