Adelante Capital Management’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $175M | Sell |
1,321,965
-8,415
| -0.6% | -$1.12M | 11.95% | 2 |
|
|
2025
Q4 | $170M | Buy |
1,330,380
+58,092
| +5% | +$7.24M | 11.44% | 2 |
|
|
2025
Q3 | $146M | Buy |
1,272,288
+104,410
| +9% | +$11.5M | 9.74% | 2 |
|
|
2025
Q2 | $20.8M | Sell |
1,167,878
-37,177
| -3% | -$3.9M | 1.53% | 22 |
|
|
2025
Q1 | $135M | Sell |
1,205,055
-195,289
| -14% | -$22.6M | 10.19% | 2 |
|
|
2024
Q4 | $148M | Sell |
1,400,344
-123,389
| -8% | -$14.2M | 9.77% | 1 |
|
|
2024
Q3 | $192M | Buy |
1,523,733
+13,548
| +0.9% | +$1.68M | 12.42% | 1 |
|
|
2024
Q2 | $170M | Sell |
1,510,185
-185,572
| -11% | -$20.6M | 13.39% | 1 |
|
|
2024
Q1 | $221M | Buy |
1,695,757
+35,947
| +2% | +$4.7M | 14.54% | 1 |
|
|
2023
Q4 | $221M | Sell |
1,659,810
-119,900
| -7% | -$13.6M | 15.33% | 1 |
|
|
2023
Q3 | $200M | Sell |
1,779,710
-7,387
| -0.4% | -$904K | 16.16% | 1 |
|
|
2023
Q2 | $0 | Sell |
1,787,097
-132,940
| -7% | -$16.4M | ﹤0.01% | 46 |
|
|
2023
Q1 | $0 | Sell |
1,920,037
-127,826
| -6% | -$15.7M | ﹤0.01% | 44 |
|
|
2022
Q4 | $0 | Buy |
2,047,863
+516,737
| +34% | +$57.2M | ﹤0.01% | 42 |
|
|
2022
Q3 | $156M | Sell |
1,531,126
-65,609
| -4% | -$8.14M | 11.69% | 1 |
|
|
2022
Q2 | $188M | Sell |
1,596,735
-35,592
| -2% | -$4.92M | 11.3% | 1 |
|
|
2022
Q1 | $264M | Sell |
1,632,327
-65,297
| -4% | -$9.96M | 13.07% | 1 |
|
|
2021
Q4 | $286M | Buy |
1,697,624
+32,892
| +2% | +$4.91M | 12.69% | 1 |
|
|
2021
Q3 | $209M | Buy |
1,664,732
+84,153
| +5% | +$10.9M | 10.61% | 1 |
|
|
2021
Q2 | $189M | Sell |
1,580,579
-22,021
| -1% | -$2.57M | 10.12% | 1 |
|
|
2021
Q1 | $170M | Sell |
1,602,600
-37,510
| -2% | -$3.82M | 10.67% | 1 |
|
|
2020
Q4 | $163M | Sell |
1,640,110
-407,120
| -20% | -$41.2M | 11.17% | 1 |
|
|
2020
Q3 | $206M | Sell |
2,047,230
-5,125
| -0.2% | -$513K | 12.11% | 1 |
|
|
2020
Q2 | $185M | Buy |
2,052,355
+58,388
| +3% | +$5.21M | 10.94% | 2 |
|
|
2020
Q1 | $160M | Buy |
1,993,967
+171,782
| +9% | +$15M | 10.18% | 2 |
|
|
2019
Q4 | $162M | Sell |
1,822,185
-81,195
| -4% | -$7.2M | 8.04% | 1 |
|
|
2019
Q3 | $162M | Sell |
1,903,380
-38,726
| -2% | -$3.2M | 7.92% | 1 |
|
|
2019
Q2 | $156M | Sell |
1,942,106
-120,598
| -6% | -$9.18M | 8.01% | 1 |
|
|
2019
Q1 | $148M | Sell |
2,062,704
-75,295
| -4% | -$5.14M | 7.28% | 2 |
|
|
2018
Q4 | $126M | Sell |
2,137,999
-13,183
| -0.6% | -$854K | 7.09% | 2 |
|
|
2018
Q3 | $146M | Buy |
2,151,182
+778,558
| +57% | +$51.2M | 8.22% | 2 |
|
|
2018
Q2 | $90.2M | Sell |
1,372,624
-137,842
| -9% | -$8.86M | 5.19% | 3 |
|
|
2018
Q1 | $95.1M | Buy |
1,510,466
+13,675
| +0.9% | +$850K | 5.64% | 4 |
|
|
2017
Q4 | $96.6M | Sell |
1,496,791
-50,491
| -3% | -$3.3M | 5.24% | 4 |
|
|
2017
Q3 | $98.2M | Sell |
1,547,282
-246,003
| -14% | -$15.2M | 5.41% | 4 |
|
|
2017
Q2 | $105M | Buy |
1,793,285
+61,916
| +4% | +$3.45M | 5.95% | 2 |
|
|
2017
Q1 | $89.8M | Sell |
1,731,369
-140,964
| -8% | -$7.17M | 4.69% | 4 |
|
|
2016
Q4 | $98.8M | Sell |
1,872,333
-389,830
| -17% | -$19.8M | 4.9% | 5 |
|
|
2016
Q3 | $121M | Sell |
2,262,163
-11,851
| -0.5% | -$625K | 5.68% | 5 |
|
|
2016
Q2 | $112M | Sell |
2,274,014
-51,841
| -2% | -$2.44M | 5.14% | 6 |
|
|
2016
Q1 | $103M | Sell |
2,325,855
-212,567
| -8% | -$8.53M | 4.9% | 6 |
|
|
2015
Q4 | $109M | Sell |
2,538,422
-144,275
| -5% | -$6.09M | 5.11% | 7 |
|
|
2015
Q3 | $104M | Buy |
2,682,697
+11,644
| +0.4% | +$455K | 4.99% | 5 |
|
|
2015
Q2 | $99.1M | Buy |
2,671,053
+377,499
| +16% | +$15.4M | 4.97% | 4 |
|
|
2015
Q1 | $99.9M | Buy |
2,293,554
+182,975
| +9% | +$8.02M | 4.58% | 5 |
|
|
2014
Q4 | $90.8M | Sell |
2,110,579
-27,533
| -1% | -$1.13M | 4.18% | 7 |
|
|
2014
Q3 | $80.6M | Buy |
2,138,112
+129,983
| +6% | +$5.26M | 4.08% | 7 |
|
|
2014
Q2 | $82.5M | Sell |
2,008,129
-31,555
| -2% | -$1.3M | 4.39% | 8 |
|
|
2014
Q1 | $83.3M | Buy |
2,039,684
+8,359
| +0.4% | +$329K | 4.59% | 8 |
|
|
2013
Q4 | $75.1M | Buy |
2,031,325
+51,572
| +3% | +$1.98M | 4.42% | 8 |
|
|
2013
Q3 | $74.5M | Sell |
1,979,753
-237,249
| -11% | -$8.94M | 4.38% | 8 |
|
|
2013
Q2 | $83.6M | Buy |
+2,217,002
| New | +$90.1M | 4.68% | 8 |
|
Other funds holding PLD
VCM
VPM
AAMU
Adelante Capital Management's PLD Position: Q1 2026 in Review
Adelante Capital Management reduced its Prologis (PLD) stake by 0.63% in Q1 2026, selling an estimated $1.12M and leaving 1,321,965 shares worth $175M. The position accounts for 11.95% of the portfolio, ranked #2.
Adelante Capital Management first reported a position in PLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $286M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold PLD as of Q1 2026.
- Adelante Capital Management held 1,321,965 shares of Prologis worth $175M as of Q1 2026.
- Adelante Capital Management sold 8,415 Prologis shares in Q1 2026, an estimated $1.12M.
- Prologis made up 11.95% of Adelante Capital Management's portfolio in Q1 2026, its #2 holding.
- Adelante Capital Management first reported a position in Prologis in Q2 2013 and has held it in 52 quarters since.
- Adelante Capital Management's Prologis position peaked at $286M in Q4 2021.
- 1,670 funds tracked by Wall St. Rank held Prologis as of Q1 2026.
Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.