Position in PLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$391,643
-$3,839 QoQ
Shares Held
2,891
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,158
of 1,715 holders
Holding Since
Jun 2023
10 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, 2026Opal Wealth Advisors, LLC holds $391,643 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
|
2,891 | $391,643 |
All Filings in PLD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,643 | 2,891 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $395,482 | 2,992 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $389,745 | 3,053 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $345,964 | 3,021 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $306,109 | 2,912 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $119,168 | 1,066 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $108,042 | 962 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $237,807 | 1,784 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $217,350 | 1,937 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $204,669 | 1,669 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||