Balboa Wealth Partners
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Balboa Wealth Partners’s Prologis PLD Stock Holding History

Balboa Wealth Partners’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 		$345K Buy
2,661
+455
+21% +$63.8K 0.05% 300
2026
Q2 		$299K Sell
2,206
-331
-13% -$46.9K 0.04% 348
2026
Q1 		$335K Buy
2,537
+96
+4% +$12.8K 0.06% 282
2025
Q4 		$312K Buy
2,441
+171
+8% +$21.3K 0.05% 285
2025
Q3 		$260K Buy
+2,270
New +$250K 0.04% 303
2024
Q4 		– Sell
-2,075
Closed -$262K – 376
2024
Q3 		$262K Buy
+2,075
New +$257K 0.07% 205

Other funds holding PLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Balboa Wealth Partners's PLD Position: Q3 2026 in Review

Balboa Wealth Partners increased its Prologis (PLD) stake by 21% in Q3 2026, buying an estimated $63.8K and bringing the position to 2,661 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #300.

Balboa Wealth Partners first reported a position in PLD in Q3 2024 and has held it in 6 quarters since. 1,089 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Balboa Wealth Partners held 2,661 shares of Prologis worth $345K as of Q3 2026.
  • Balboa Wealth Partners bought 455 Prologis shares in Q3 2026, an estimated $63.8K.
  • Prologis made up 0.05% of Balboa Wealth Partners's portfolio in Q3 2026, its #300 holding.
  • Balboa Wealth Partners first reported a position in Prologis in Q3 2024 and has held it in 6 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

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