Position in PLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$519,391
-$968,955 QoQ
Shares Held
3,834
-66.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,068
of 1,715 holders
Holding Since
Dec 2022
15 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, 2026Beverly Hills Private Wealth, LLC holds $738,388 across 2 REIT - Industrial names. PLD ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
This page
|
3,834 | $519,391 | |
| 2 | PSA |
Public Storage
|
688 | $218,997 |
All Filings in PLD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,391 | 3,834 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,488,346 | 11,260 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,558,090 | 12,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,434,361 | 12,525 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,349,423 | 12,837 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,485,353 | 13,287 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,438,259 | 13,607 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,800,373 | 14,257 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,838,963 | 16,374 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,239,522 | 17,198 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,428,725 | 18,220 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,119,421 | 18,888 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,408,671 | 35,951 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,343,055 | 18,779 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,827,691 | 16,213 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||