Position in PLD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$409,254
-$65,404 QoQ
Shares Held
3,021
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,146
of 1,716 holders
Holding Since
Mar 2020
19 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, 2026Wealthcare Advisory Partners LLC holds $652,761 across 2 REIT - Industrial names. PLD ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
3,021 | $409,254 | |
| 2 | STAG |
STAG Industrial, Inc.
|
6,398 | $243,507 |
All Filings in PLD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,254 | 3,021 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $474,658 | 3,591 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $434,044 | 3,400 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $345,277 | 3,015 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $303,796 | 2,890 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $347,331 | 3,107 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $264,461 | 2,502 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $340,703 | 2,698 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $276,507 | 2,462 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $327,893 | 2,518 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $260,601 | 1,955 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $264,703 | 2,359 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $336,251 | 2,742 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $343,866 | 2,756 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $301,665 | 2,676 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $263,696 | 1,633 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $248,162 | 1,474 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $70,914 | 669 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $27,165 | 338 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||