BRWA
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B. Riley Wealth Advisors’s Prologis PLD Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$991K Buy
7,132
+437
+7% +$62K 0.05% 313
2026
Q1 		$862K Sell
6,695
-1,450
-18% -$194K 0.05% 314
2025
Q4 		$1.04M Buy
8,145
+122
+2% +$15.2K 0.05% 336
2025
Q3 		$919K Sell
8,023
-297
-4% -$32.6K 0.04% 362
2025
Q2 		$875K Buy
+8,320
New +$873K 0.04% 384
2024
Q4 		$1.18M Sell
11,149
-2,308
-17% -$265K 0.04% 401
2024
Q3 		$1.69M Sell
13,457
-873
-6% -$108K 0.05% 358
2024
Q2 		$1.61M Sell
14,330
-6,462
-31% -$716K 0.04% 399
2024
Q1 		$2.33M Buy
20,792
+6,780
+48% +$886K 0.06% 303
2023
Q4 		$1.87M Sell
14,012
-6,780
-33% -$770K 0.05% 383
2023
Q3 		$2.33M Buy
20,792
+4,251
+26% +$520K 0.06% 303
2023
Q2 		$2.03M Buy
16,541
+208
+1% +$25.6K 0.05% 369
2023
Q1 		$2.04M Buy
16,333
+3,944
+32% +$485K 0.05% 336
2022
Q4 		$1.4M Buy
12,389
+599
+5% +$66.4K 0.04% 440
2022
Q3 		$1.2M Buy
11,790
+1,590
+16% +$197K 0.04% 447
2022
Q2 		$1.2M Sell
10,200
-1,240
-11% -$171K 0.05% 355
2022
Q1 		$1.85M Sell
11,440
-6,975
-38% -$1.06M 0.06% 319
2021
Q4 		$3.1M Buy
18,415
+1,405
+8% +$210K 0.09% 245
2021
Q3 		$2.12M Buy
17,010
+2,156
+15% +$280K 0.07% 316
2021
Q2 		$1.75M Sell
14,854
-802
-5% -$93.7K 0.06% 369
2021
Q1 		$1.65M Buy
15,656
+3,203
+26% +$326K 0.06% 354
2020
Q4 		$1.24M Sell
12,453
-4,942
-28% -$500K 0.07% 280
2020
Q3 		$1.72M Buy
17,395
+1,612
+10% +$161K 0.09% 224
2020
Q2 		$1.48M Sell
15,783
-824
-5% -$73.5K 0.1% 210
2020
Q1 		$1.34M Buy
16,607
+8,717
+110% +$762K 0.11% 186
2019
Q4 		$705K Buy
7,890
+203
+3% +$18K 0.06% 319
2019
Q3 		$656K Buy
7,687
+1,730
+29% +$143K 0.06% 319
2019
Q2 		$478K Buy
5,957
+1,104
+23% +$84K 0.05% 396
2019
Q1 		$351K Buy
4,853
+135
+3% +$9.21K 0.04% 440
2018
Q4 		$279K Sell
4,718
-20
-0.4% -$1.3K 0.04% 464
2018
Q3 		$322K Sell
4,738
-2,862
-38% -$188K 0.04% 469
2018
Q2 		$501K Buy
7,600
+2,435
+47% +$157K 0.07% 322
2018
Q1 		$327K Sell
5,165
-400
-7% -$24.9K 0.05% 426
2017
Q4 		$361K Buy
+5,565
New +$363K 0.05% 388
2017
Q3 		– Sell
-5,137
Closed -$302K – 580
2017
Q2 		$302K Buy
5,137
+75
+1% +$4.18K 0.05% 364
2017
Q1 		$264K Buy
5,062
+797
+19% +$40.5K 0.05% 384
2016
Q4 		$226K Buy
+4,265
New +$217K 0.05% 419
2015
Q1 		– Sell
-1,358
Closed -$58 – 1601
2014
Q4 		$58 Buy
+1,358
New +$55.7K ﹤0.01% 2012
2014
Q3 		– Sell
-1,400
Closed -$57.5K – 1556
2014
Q2 		$57.5K Buy
+1,400
New +$57.6K 0.01% 974

Other funds holding PLD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's PLD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Prologis (PLD) stake by 6.5% in Q2 2026, buying an estimated $62K and bringing the position to 7,132 shares worth $991K. The position accounts for 0.05% of the portfolio, ranked #313.

B. Riley Wealth Advisors first reported a position in PLD in Q2 2014 and has held it in 39 quarters since. The position peaked at $3.1M in Q4 2021. 291 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • B. Riley Wealth Advisors held 7,132 shares of Prologis worth $991K as of Q2 2026.
  • B. Riley Wealth Advisors bought 437 Prologis shares in Q2 2026, an estimated $62K.
  • Prologis made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #313 holding.
  • B. Riley Wealth Advisors first reported a position in Prologis in Q2 2014 and has held it in 39 quarters since.
  • B. Riley Wealth Advisors's Prologis position peaked at $3.1M in Q4 2021.
  • 291 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.