Position in PLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,194,851
+$330,406 QoQ
Shares Held
60,492
+1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#402
of 1,715 holders
Holding Since
Jun 2024
9 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, 2026Beacon Harbor Wealth Advisors, Inc. holds $8,194,851 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
|
60,492 | $8,194,851 |
All Filings in PLD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,194,851 | 60,492 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,864,445 | 59,498 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,474,110 | 58,547 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,655,673 | 58,118 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,934,444 | 56,454 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,855,409 | 61,324 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,665,230 | 63,058 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,682,875 | 60,840 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,859,333 | 61,075 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||