Navis Wealth Advisors, LLC

Position in PLD — Prologis, Inc.

CIK 1849055 RYE BROOK, NY

Position in PLD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$427,678

+$6,289 QoQ

Shares Held

3,157

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,135

of 1,716 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Navis Wealth Advisors, LLC holds $427,678 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	3,157	$427,678

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,678	3,157	-1.0%	Shares	Sole	2026-08-14
2026-03-31	$421,389	3,188	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$414,767	3,249	+5.2%	Shares	Sole	2026-02-13
2025-09-30	$353,523	3,087	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$322,192	3,065	+1.0%	Shares	Sole	2025-08-13
2025-03-31	$339,170	3,034	+12.4%	Shares	Sole	2025-04-23
2024-12-31	$285,284	2,699	-9.0%	Shares	Sole	2025-01-21
2024-09-30	$374,420	2,965	+3.2%	Shares	Sole	2024-10-24
2024-06-30	$322,666	2,873	+4.2%	Shares	Sole	2024-08-02
2024-03-31	$359,016	2,757	+0.6%	Shares	Sole	2024-04-29
2023-12-31	$365,375	2,741	+0.7%	Shares	Sole	2024-02-05
2023-09-30	$305,323	2,721	+0.6%	Shares	Sole	2023-10-30
2023-06-30	$331,591	2,704	+0.6%	Shares	Sole	2023-07-13
2023-03-31	$335,256	2,687	+2.3%	Shares	Sole	2023-05-12
2022-12-31	$296,141	2,627	+9.6%	Shares	Sole	2023-01-25
2022-09-30	$243,433	2,396	+0.7%	Shares	Sole	2022-10-27
2022-06-30	$280,007	2,380	+0.5%	Shares	Sole	2022-08-09
2022-03-31	$382,546	2,369	+0.4%	Shares	Sole	2022-05-13
2021-12-31	$397,329	2,360	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$294,509	2,348	+0.5%	Shares	Sole	2021-11-16
2021-06-30	$279,222	2,336	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$246,132	2,322	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.