Position in PLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$209,572
+$5,090 QoQ
Shares Held
1,547
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,401
of 1,716 holders
Holding Since
Dec 2023
11 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, 2026Heritage Wealth Advisors holds $274,214 across 5 REIT - Industrial names. PLD ranks #1 (76.4% of the industry book) .
All Filings in PLD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,572 | 1,547 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $204,482 | 1,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $191,490 | 1,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $171,780 | 1,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $157,680 | 1,500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $167,685 | 1,500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $164,680 | 1,558 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $190,935 | 1,512 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $162,849 | 1,450 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $188,819 | 1,450 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $193,285 | 1,450 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||