Elevation 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
Q3
$506K Buy
3,897
+36
+0.9% +$5.05K 0.14% 83
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% -$9.12K 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

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

Elevation Wealth Partners increased its Prologis (PLD) stake by 0.93% in Q3 2026, buying an estimated $5.05K and bringing the position to 3,897 shares worth $506K. The position accounts for 0.14% of the portfolio, ranked #83.

Elevation Wealth Partners first reported a position in PLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $748K in Q4 2023. 508 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Elevation Wealth Partners held 3,897 shares of Prologis worth $506K as of Q3 2026.
  • Elevation Wealth Partners bought 36 Prologis shares in Q3 2026, an estimated $5.05K.
  • Prologis made up 0.14% of Elevation Wealth Partners's portfolio in Q3 2026, its #83 holding.
  • Elevation Wealth Partners first reported a position in Prologis in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Prologis position peaked at $748K in Q4 2023.
  • 508 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.