Position in PLD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,619,351
+$58,555 QoQ
Shares Held
26,717
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#563
of 1,722 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $7,348,787 across 7 REIT - Industrial names. PLD ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
26,717 | $3,619,351 | |
| 2 | EXR |
Extra Space Storage Inc.
|
14,056 | $2,042,336 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
|
29,149 | $947,342 | |
| 4 | PSA |
Public Storage
|
1,065 | $339,000 | |
| 5 | CUBE |
CubeSmart
|
6,091 | $242,238 | |
| 6 | COLD |
Americold Realty Trust
|
10,084 | $158,520 | |
| 7 | 7,468 | $0 |
All Filings in PLD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,619,351 | 26,717 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,560,796 | 26,939 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,596,819 | 28,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,796,921 | 24,423 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,850,847 | 17,607 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,989,861 | 17,800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,467,010 | 13,879 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,918,824 | 15,195 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,497,653 | 13,335 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $913,493 | 7,015 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $983,620 | 7,379 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $941,778 | 8,393 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,013,904 | 8,268 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $996,537 | 7,987 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $935,997 | 8,303 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $727,252 | 7,158 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $830,961 | 7,063 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $966,134 | 5,983 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $936,923 | 5,565 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $617,241 | 4,921 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $545,295 | 4,562 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $283,338 | 2,673 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $213,870 | 2,146 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $414,252 | 4,117 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $362,587 | 3,885 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $193,852 | 2,412 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||