Elevation Wealth Partners’s Prologis PLD Stock Holding History

Elevation 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	$523K	Buy	3,861 +3	+0.1%	+$425	0.16%	81
2026 Q1	$510K	Buy	3,858 +6	+0.2%	+$802	0.18%	74
2025 Q4	$492K	Sell	3,852 -1,271	-25%	-$158K	0.17%	75
2025 Q3	$587K	Sell	5,123 -205	-4%	-$22.5K	0.21%	70
2025 Q2	$560K	Sell	5,328 -87	-2%	-$9.13K	0.22%	67
2025 Q1	$605K	Hold	5,415	–	–	0.26%	60
2024 Q4	$572K	Hold	5,415	–	–	0.24%	61
2024 Q3	$684K	Hold	5,415	–	–	0.29%	53
2024 Q2	$608K	Hold	5,415	–	–	0.29%	54
2024 Q1	$705K	Sell	5,415 -1,249	-19%	-$163K	0.35%	49
2023 Q4	$748K	Buy	+6,664	New	+$757K	0.45%	46

Other funds holding PLD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Elevation Wealth Partners increased its Prologis (PLD) stake by 0.08% in Q2 2026, buying an estimated $425 and bringing the position to 3,861 shares worth $523K. The position accounts for 0.16% of the portfolio, ranked #81.

Elevation Wealth Partners first reported a position in PLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $748K in Q4 2023. 470 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Elevation Wealth Partners held 3,861 shares of Prologis worth $523K as of Q2 2026.
Elevation Wealth Partners bought 3 Prologis shares in Q2 2026, an estimated $425.
Prologis made up 0.16% of Elevation Wealth Partners's portfolio in Q2 2026, its #81 holding.
Elevation Wealth Partners first reported a position in Prologis in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Prologis position peaked at $748K in Q4 2023.
470 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.