Position in PLD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$255,225
+$8,181 QoQ
Shares Held
1,884
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,321
of 1,716 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $255,225 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
|
1,884 | $255,225 |
All Filings in PLD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,225 | 1,884 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $247,044 | 1,869 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $238,596 | 1,869 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $214,037 | 1,869 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $297,361 | 2,660 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $281,162 | 2,660 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $330,222 | 2,615 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $293,690 | 2,615 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||