Position in PLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$311,851
+$14,446 QoQ
Shares Held
2,302
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,253
of 1,716 holders
Holding Since
Dec 2022
14 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, 2026Physician Wealth Advisors, Inc. holds $2,100,813 across 11 REIT - Industrial names. PLD ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
10,927 | $1,587,693 | |
| 2 | PLD |
Prologis, Inc.
This page
|
2,302 | $311,851 | |
| 3 | PSA |
Public Storage
|
532 | $169,340 | |
| 4 | STAG |
STAG Industrial, Inc.
|
195 | $7,421 | |
| 5 | CUBE |
CubeSmart
|
156 | $6,204 | |
| 6 | EGP |
Eastgroup Properties Inc
|
27 | $5,468 | |
| 7 | COLD |
Americold Realty Trust
|
300 | $4,716 | |
| 8 | NSA |
National Storage Affiliates Trust
|
83 | $3,691 |
All Filings in PLD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,851 | 2,302 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $297,405 | 2,250 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $279,447 | 2,189 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $248,508 | 2,170 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $201,725 | 1,919 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $211,171 | 1,889 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $199,667 | 1,889 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $238,669 | 1,890 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $211,030 | 1,879 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $245,464 | 1,885 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $225,543 | 1,692 | Shares | Sole | 2024-01-23 | |
| 2023-06-30 | $203,811 | 1,662 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $207,367 | 1,662 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $187,357 | 1,662 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||