Position in PLD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$968,204
-$121,223 QoQ
Shares Held
7,147
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#875
of 1,717 holders
Holding Since
Jun 2025
5 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, 2026San Luis Wealth Advisors LLC holds $2,005,646 across 2 REIT - Industrial names. PLD ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
7,140 | $1,037,442 | |
| 2 | PLD |
Prologis, Inc.
This page
|
7,147 | $968,204 |
All Filings in PLD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,204 | 7,147 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,089,427 | 8,242 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,005,833 | 7,879 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $839,431 | 7,330 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $666,355 | 6,339 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||