Position in PLD
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$218,097
-$63,265 QoQ
Shares Held
1,650
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
12 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 Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $3,432,088 across 2 REIT - Industrial names. PLD ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
11,865 | $3,213,991 | |
| 2 | PLD |
Prologis, Inc.
This page
|
1,650 | $218,097 |
All Filings in PLD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,097 | 1,650 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $281,362 | 2,204 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $223,314 | 1,950 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $247,055 | 2,210 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $222,287 | 2,103 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $317,594 | 2,515 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $276,619 | 2,463 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $323,596 | 2,485 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $345,780 | 2,594 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $237,052 | 1,468 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $343,622 | 2,041 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $204,827 | 1,633 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||