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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Balboa Wealth Partners's PLD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Prologis (PLD) stake by 13% in Q2 2026, selling an estimated $46.9K and leaving 2,206 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #348.

Balboa Wealth Partners first reported a position in PLD in Q3 2024 and has held it in 5 quarters since. The position peaked at $335K in Q1 2026. 1,737 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Balboa Wealth Partners held 2,206 shares of Prologis worth $299K as of Q2 2026.
  • Balboa Wealth Partners sold 331 Prologis shares in Q2 2026, an estimated $46.9K.
  • Prologis made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #348 holding.
  • Balboa Wealth Partners first reported a position in Prologis in Q3 2024 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Prologis position peaked at $335K in Q1 2026.
  • 1,737 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.