Position in PLD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$298,846
-$36,494 QoQ
Shares Held
2,206
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,269
of 1,717 holders
Holding Since
Sep 2024
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, 2026Balboa Wealth Partners holds $530,506 across 2 REIT - Industrial names. PLD ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
2,206 | $298,846 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
7,128 | $231,660 |
All Filings in PLD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,846 | 2,206 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $335,340 | 2,537 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $311,618 | 2,441 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $259,960 | 2,270 | Shares | Sole | 2025-11-06 | |
| 2024-09-30 | $262,031 | 2,075 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||