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Prologis shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Prologis (PLD) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Prologis

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All positions including Prologis held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prologis by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $416k 3.3k 127.64
2025-09-30 $353k 3.1k 114.51
2025-06-30 $332k 3.2k 105.11
2025-03-31 $367k 3.3k 111.78
2024-12-31 $456k 4.3k 105.70

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Prologis

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
Jpmorgan Chase & Co
APG Asset Management US
FMR
Capital Research Global Investors
Massachusetts Financial Services
Northern Trust
Nuveen
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Prologis