Position in PLD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$37,525
+$4,480 QoQ
Shares Held
277
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,517
of 1,686 holders
Holding Since
Mar 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, 2026HHM Wealth Advisors, LLC holds $223,363 across 7 REIT - Industrial names. PLD ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
772 | $112,171 | |
| 2 | PLD |
Prologis, Inc.
This page
|
277 | $37,525 | |
| 3 | STAG |
STAG Industrial, Inc.
|
790 | $30,067 | |
| 4 | LXP |
LXP Industrial Trust
|
412 | $22,198 | |
| 5 | CUBE |
CubeSmart
|
360 | $14,317 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
100 | $6,198 | |
| 7 | ILPT |
Industrial Logistics Properties Trust
|
100 | $887 |
All Filings in PLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,525 | 277 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $33,045 | 250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,255 | 96 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,993 | 96 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,091 | 96 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,644 | 131 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,699 | 35 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $1,123 | 10 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $75,136 | 577 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $76,914 | 577 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $64,745 | 577 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $70,757 | 577 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,223 | 659 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $62,452 | 554 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $35,661 | 351 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $19,176 | 163 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $10,173 | 63 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $10,606 | 63 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,902 | 63 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,530 | 63 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,678 | 63 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,278 | 63 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $6,339 | 63 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,879 | 63 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,063 | 63 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||