PWMAI
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Prologis PLD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$23.1K Buy
170
+1
+0.6% +$142 0.01% 388
2026
Q1 		$22.3K Buy
169
+2
+1% +$267 0.01% 359
2025
Q4 		$21.4K Buy
167
+1
+0.6% +$125 0.01% 371
2025
Q3 		$19.1K Buy
166
+2
+1% +$220 0.01% 361
2025
Q2 		$17.3K Buy
164
+1
+0.6% +$105 0.01% 335
2025
Q1 		$18.3K Sell
163
-414
-72% -$47.9K 0.01% 334
2024
Q4 		$61.1K Buy
577
+320
+125% +$36.8K 0.02% 231
2024
Q3 		$32.6K Buy
257
+98
+62% +$12.2K 0.02% 255
2024
Q2 		$17.9K Buy
159
+3
+2% +$332 0.01% 256
2024
Q1 		$20.4K Hold
156
– – 0.01% 244
2023
Q4 		$20.9K Buy
156
+1
+0.6% +$114 0.01% 227
2023
Q3 		$17.5K Buy
+155
New +$19K 0.01% 192
2023
Q2 		– Sell
-328
Closed -$40.3K – 191
2023
Q1 		$41K Buy
328
+1
+0.3% +$123 0.03% 167
2022
Q4 		$36.9K Buy
+327
New +$36.2K 0.03% 170

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PLD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Prologis (PLD) stake by 0.59% in Q2 2026, buying an estimated $142 and bringing the position to 170 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #388.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $61.1K in Q4 2024. 999 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 170 shares of Prologis worth $23.1K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 Prologis share in Q2 2026, an estimated $142.
  • Prologis made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #388 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Prologis in Q4 2022 and has held it in 14 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Prologis position peaked at $61.1K in Q4 2024.
  • 999 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.