Position in PLD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$455,992
+$14,247 QoQ
Shares Held
3,366
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,111
of 1,716 holders
Holding Since
Dec 2024
7 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, 2026RFG - Bristol Wealth Advisors, LLC holds $455,992 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
|
3,366 | $455,992 |
All Filings in PLD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,992 | 3,366 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $441,745 | 3,342 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $415,660 | 3,256 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $353,408 | 3,086 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $331,863 | 3,157 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $367,006 | 3,283 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $456,201 | 4,316 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||