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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balboa Wealth Partners's PLD Position: Q1 2026 in Review

Balboa Wealth Partners increased its Prologis (PLD) stake by 3.9% in Q1 2026, buying an estimated $12.8K and bringing the position to 2,537 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #282.

Balboa Wealth Partners first reported a position in PLD in Q3 2024 and has held it in 4 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Balboa Wealth Partners held 2,537 shares of Prologis worth $335K as of Q1 2026.
Balboa Wealth Partners bought 96 Prologis shares in Q1 2026, an estimated $12.8K.
Prologis made up 0.06% of Balboa Wealth Partners's portfolio in Q1 2026, its #282 holding.
Balboa Wealth Partners first reported a position in Prologis in Q3 2024 and has held it in 4 quarters since.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.