Position in PLD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$273,378
+$9,812 QoQ
Shares Held
2,018
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,301
of 1,716 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $273,378 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
|
2,018 | $273,378 |
All Filings in PLD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,378 | 2,018 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $263,566 | 1,994 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $253,277 | 1,984 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $227,551 | 1,987 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $224,010 | 2,131 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $233,641 | 2,090 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $214,253 | 2,027 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $258,116 | 2,044 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $224,283 | 1,997 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $262,523 | 2,016 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $259,001 | 1,943 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $221,726 | 1,976 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $240,354 | 1,960 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $232,446 | 1,863 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $210,015 | 1,863 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||