AXXCESS WEALTH MANAGEMENT, LLC

Position in PLD — Prologis, Inc.

CIK 1911056 CARLSBAD, CA

Position in PLD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,383,961

+$145,831 QoQ

Shares Held

10,216

+9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#779

of 1,716 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Real Estate · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $2,609,221 across 3 REIT - Industrial names. PLD ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc. This page	10,216	$1,383,961
2	PSA	Public Storage	3,082	$981,031
3	NSA	National Storage Affiliates Trust	5,492	$244,229

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,383,961	10,216	+9.1%	Shares	Sole	2026-07-28
2026-03-31	$1,238,130	9,367	-1.0%	Shares	Sole	2026-04-29
2025-12-31	$1,207,918	9,462	+329.1%	Shares	Sole	2026-02-19
2025-09-30	$252,516	2,205	-1.8%	Shares	Sole	2025-11-07
2024-12-31	$237,402	2,246	-45.8%	Shares	Sole	2025-02-10
2024-09-30	$523,178	4,143	+2.0%	Shares	Sole	2024-11-04
2024-06-30	$456,315	4,063	-31.7%	Shares	Sole	2024-08-09
2024-03-31	$774,157	5,945	-5.6%	Shares	Sole	2024-05-14
2023-12-31	$839,523	6,298	-0.9%	Shares	Sole	2024-02-06
2023-09-30	$713,318	6,357	+218.2%	Shares	Sole	2023-11-14
2023-06-30	$245,014	1,998	+3.4%	Shares	Sole	2023-08-08
2023-03-31	$241,180	1,933	-36.7%	Shares	Sole	2023-05-03
2022-03-31	$492,836	3,052	+14.2%	Shares	Sole	2022-08-11
2021-12-31	$449,857	2,672	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.