Position in PLD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$38,744
-$2,231 QoQ
Shares Held
286
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,541
of 1,715 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $38,744 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
|
286 | $38,744 |
All Filings in PLD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,744 | 286 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $40,975 | 310 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $39,574 | 310 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||