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Baker Tilly Wealth Management’s Prologis PLD Stock Holding History

Baker Tilly 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 		$260K Buy
2,006
+158
+9% +$22.2K 0.05% 250
2026
Q2 		$250K Buy
+1,848
New +$262K 0.05% 245
2024
Q2 		– Sell
-1,795
Closed -$234K – 382
2024
Q1 		$234K Sell
1,795
-937
-34% -$122K 0.04% 385
2023
Q4 		$364K Sell
2,732
-139
-5% -$15.8K 0.06% 355
2023
Q3 		$322K Sell
2,871
-1,091
-28% -$133K 0.05% 353
2023
Q2 		$486K Buy
3,962
+234
+6% +$28.8K 0.05% 344
2023
Q1 		$465K Buy
3,728
+64
+2% +$7.87K 0.05% 354
2022
Q4 		$413K Buy
3,664
+283
+8% +$31.4K 0.05% 373
2022
Q3 		$344K Buy
3,381
+919
+37% +$114K 0.05% 387
2022
Q2 		$290K Buy
2,462
+525
+27% +$72.6K 0.04% 419
2022
Q1 		$313K Sell
1,937
-489
-20% -$74.6K 0.03% 424
2021
Q4 		$408K Buy
2,426
+789
+48% +$118K 0.04% 390
2021
Q3 		$205K Buy
+1,637
New +$212K 0.03% 487

Other funds holding PLD

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Baker Tilly Wealth Management's PLD Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Prologis (PLD) stake by 8.5% in Q3 2026, buying an estimated $22.2K and bringing the position to 2,006 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #250.

Baker Tilly Wealth Management first reported a position in PLD in Q3 2021 and has held it in 13 quarters since. The position peaked at $486K in Q2 2023. 159 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Baker Tilly Wealth Management held 2,006 shares of Prologis worth $260K as of Q3 2026.
  • Baker Tilly Wealth Management bought 158 Prologis shares in Q3 2026, an estimated $22.2K.
  • Prologis made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #250 holding.
  • Baker Tilly Wealth Management first reported a position in Prologis in Q3 2021 and has held it in 13 quarters since.
  • Baker Tilly Wealth Management's Prologis position peaked at $486K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.