KINGSWOOD WEALTH ADVISORS, LLC

Position in PLD — Prologis, Inc.

CIK 1987855 SAN DIEGO, CA

Position in PLD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,864,688

+$229,474 QoQ

Shares Held

28,528

+3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#543

of 1,716 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $4,972,723 across 3 REIT - Industrial names. PLD ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc. This page	28,528	$3,864,688
2	FR	First Industrial Realty Trust Inc	13,940	$854,661
3	PSA	Public Storage	796	$253,374

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,864,688	28,528	+3.7%	Shares	Sole	2026-07-27
2026-03-31	$3,635,214	27,502	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$3,499,798	27,415	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$3,167,165	27,656	-9.3%	Shares	Sole	2025-10-23
2025-06-30	$3,205,213	30,491	-0.8%	Shares	Sole	2025-07-23
2025-03-31	$3,435,418	30,731	-12.8%	Shares	Sole	2025-07-25
2024-12-31	$3,726,876	35,259	-17.6%	Shares	Sole	2025-01-22
2024-09-30	$5,402,510	42,782	-3.6%	Shares	Sole	2024-10-21
2024-06-30	$4,984,093	44,378	+18.7%	Shares	Sole	2024-07-09
2024-03-31	$4,868,144	37,384	-7.2%	Shares	Sole	2024-04-15
2023-12-31	$5,372,389	40,303	+10.1%	Shares	Sole	2024-01-16
2023-09-30	$4,109,017	36,619	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.