Accurate Wealth Management
PLD icon

Accurate Wealth Management’s Prologis PLD Stock Holding History

Accurate Wealth Management’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.91M Buy
14,299
+2,381
+20% +$334K 0.16% 145
2026
Q2 		$1.68M Buy
11,918
+2,057
+21% +$292K 0.16% 146
2026
Q1 		$1.35M Buy
9,861
+1,130
+13% +$151K 0.16% 141
2025
Q4 		$1.13M Buy
8,731
+1,877
+27% +$234K 0.14% 162
2025
Q3 		$791K Buy
6,854
+721
+12% +$79.3K 0.11% 206
2025
Q2 		$664K Buy
6,133
+464
+8% +$48.7K 0.1% 215
2025
Q1 		$545K Buy
5,669
+587
+12% +$67.9K 0.1% 196
2024
Q4 		$527K Buy
5,082
+739
+17% +$84.9K 0.1% 192
2024
Q3 		$527K Buy
4,343
+670
+18% +$83.1K 0.11% 185
2024
Q2 		$445K Buy
3,673
+605
+20% +$67K 0.11% 178
2024
Q1 		$318K Buy
3,068
+84
+3% +$11K 0.09% 201
2023
Q4 		$392K Buy
2,984
+29
+1% +$3.29K 0.12% 168
2023
Q3 		$320K Buy
2,955
+497
+20% +$60.8K 0.1% 188
2023
Q2 		$314K Buy
2,458
+642
+35% +$79K 0.1% 196
2023
Q1 		$225K Buy
1,816
+755
+71% +$92.8K 0.08% 229
2022
Q4 		$123K Buy
+1,061
New +$118K 0.05% 276
2022
Q3 		– Sell
-1,699
Closed -$206K – 205
2022
Q2 		$206K Buy
1,699
+308
+22% +$42.6K 0.11% 147
2022
Q1 		$225K Buy
+1,391
New +$212K 0.1% 156

Other funds holding PLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Accurate Wealth Management's PLD Position: Q3 2026 in Review

Accurate Wealth Management increased its Prologis (PLD) stake by 20% in Q3 2026, buying an estimated $334K and bringing the position to 14,299 shares worth $1.91M. The position accounts for 0.16% of the portfolio, ranked #145.

Accurate Wealth Management first reported a position in PLD in Q1 2022 and has held it in 18 quarters since. 983 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Accurate Wealth Management held 14,299 shares of Prologis worth $1.91M as of Q3 2026.
  • Accurate Wealth Management bought 2,381 Prologis shares in Q3 2026, an estimated $334K.
  • Prologis made up 0.16% of Accurate Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Accurate Wealth Management first reported a position in Prologis in Q1 2022 and has held it in 18 quarters since.
  • 983 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.