BSW Wealth Partners’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$627K Sell
4,631
-235
-5% -$33.3K 0.07% 154
2026
Q1
$643K Buy
4,866
+307
+7% +$41K 0.08% 149
2025
Q4
$582K Buy
4,559
+838
+23% +$104K 0.07% 160
2025
Q3
$426K Buy
3,721
+1
+0% +$110 0.05% 199
2025
Q2
$391K Sell
3,720
-124
-3% -$13K 0.05% 199
2025
Q1
$430K Buy
3,844
+853
+29% +$98.7K 0.07% 177
2024
Q4
$316K Sell
2,991
-825
-22% -$94.8K 0.05% 224
2024
Q3
$482K Buy
3,816
+436
+13% +$54.1K 0.07% 162
2024
Q2
$380K Buy
3,380
+125
+4% +$13.8K 0.06% 171
2024
Q1
$424K Sell
3,255
-61
-2% -$7.97K 0.07% 160
2023
Q4
$442K Buy
3,316
+325
+11% +$36.9K 0.09% 137
2023
Q3
$336K Buy
2,991
+285
+11% +$34.9K 0.07% 153
2023
Q2
$332K Sell
2,706
-4,751
-64% -$584K 0.07% 168
2023
Q1
$930K Buy
7,457
+183
+3% +$22.5K 0.19% 74
2022
Q4
$820K Buy
7,274
+93
+1% +$10.3K 0.18% 78
2022
Q3
$730K Buy
7,181
+81
+1% +$10K 0.18% 73
2022
Q2
$835K Buy
7,100
+1,413
+25% +$195K 0.2% 70
2022
Q1
$918K Buy
5,687
+1,153
+25% +$176K 0.23% 61
2021
Q4
$763K Sell
4,534
-276
-6% -$41.2K 0.19% 74
2021
Q3
$603K Buy
4,810
+949
+25% +$123K 0.17% 85
2021
Q2
$462K Buy
3,861
+1,192
+45% +$139K 0.13% 104
2021
Q1
$283K Buy
2,669
+390
+17% +$39.7K 0.08% 147
2020
Q4
$227K Buy
2,279
+154
+7% +$15.6K 0.07% 157
2020
Q3
$214K Sell
2,125
-1,425
-40% -$143K 0.08% 130
2020
Q2
$332K Buy
+3,550
New +$317K 0.11% 89
2018
Q4
Sell
-3,840
Closed -$260K 130
2018
Q3
$260K Buy
+3,840
New +$252K 0.1% 97

Other funds holding PLD

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

BSW Wealth Partners reduced its Prologis (PLD) stake by 4.8% in Q2 2026, selling an estimated $33.3K and leaving 4,631 shares worth $627K. The position accounts for 0.07% of the portfolio, ranked #154.

BSW Wealth Partners first reported a position in PLD in Q3 2018 and has held it in 26 quarters since. The position peaked at $930K in Q1 2023. 249 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • BSW Wealth Partners held 4,631 shares of Prologis worth $627K as of Q2 2026.
  • BSW Wealth Partners sold 235 Prologis shares in Q2 2026, an estimated $33.3K.
  • Prologis made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • BSW Wealth Partners first reported a position in Prologis in Q3 2018 and has held it in 26 quarters since.
  • BSW Wealth Partners's Prologis position peaked at $930K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.