Position in PLD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$477,125
+$14,892 QoQ
Shares Held
3,522
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,098
of 1,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Beacon Financial Advisory LLC holds $477,125 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
|
3,522 | $477,125 |
All Filings in PLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,125 | 3,522 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $462,233 | 3,497 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,477,026 | 11,570 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,351,336 | 11,800 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $445,813 | 4,241 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $345,654 | 3,092 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $335,914 | 3,178 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $395,635 | 3,133 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $290,770 | 2,589 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $551,195 | 4,135 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $463,427 | 4,130 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $495,425 | 4,040 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $513,802 | 4,118 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $466,364 | 4,137 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $398,068 | 3,918 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $465,658 | 3,958 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $607,810 | 3,764 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $627,309 | 3,726 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $465,596 | 3,712 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $442,858 | 3,705 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $391,458 | 3,693 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $368,144 | 3,694 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $366,156 | 3,639 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $338,414 | 3,626 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $414,950 | 5,163 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||