GA
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GoalVest Advisory’s Prologis PLD Stock Holding History

GoalVest Advisory’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
Q3 		$35.4K Hold
273
– – 0.01% 257
2026
Q2 		$37K Buy
273
+10
+4% +$1.42K 0.01% 240
2026
Q1 		$34.8K Hold
263
– – 0.01% 264
2025
Q4 		$33.6K Hold
263
– – 0.01% 283
2025
Q3 		$30.1K Hold
263
– – 0.01% 265
2025
Q2 		$27.6K Sell
263
-4
-1% -$420 0.01% 255
2025
Q1 		$29.8K Buy
267
+60
+29% +$6.94K 0.01% 215
2024
Q4 		$21.9K Buy
207
+32
+18% +$3.68K 0.01% 242
2024
Q3 		$22.1K Hold
175
– – 0.01% 262
2024
Q2 		$19.7K Sell
175
-83
-32% -$9.19K 0.01% 240
2024
Q1 		$33.6K Sell
258
-52
-17% -$6.79K 0.01% 220
2023
Q4 		$41.3K Sell
310
-182
-37% -$20.7K 0.02% 153
2023
Q3 		$55.2K Buy
492
+317
+181% +$38.8K 0.03% 137
2023
Q2 		$21.5K Sell
175
-50
-22% -$6.15K 0.01% 197
2023
Q1 		$28.1K Sell
225
-400
-64% -$49.2K 0.02% 151
2022
Q4 		$70.4K Buy
625
+50
+9% +$5.54K 0.05% 96
2022
Q3 		$58K Sell
575
-3
-0.5% -$372 0.04% 106
2022
Q2 		$70K Sell
578
-2,379
-80% -$329K 0.04% 151
2022
Q1 		$477K Buy
+2,957
New +$451K 0.27% 87
2021
Q2 		$116K Buy
+967
New +$113K 0.07% 126
2021
Q1 		– Sell
-135
Closed -$13.8K – 214
2020
Q4 		$13K Buy
+135
New +$13.6K 0.01% 162

Other funds holding PLD

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's PLD Position: Q3 2026 in Review

GoalVest Advisory held its Prologis (PLD) position steady in Q3 2026 at 273 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #257.

GoalVest Advisory first reported a position in PLD in Q4 2020 and has held it in 21 quarters since. The position peaked at $477K in Q1 2022. 72 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • GoalVest Advisory held 273 shares of Prologis worth $35.4K as of Q3 2026.
  • GoalVest Advisory left its Prologis share count unchanged in Q3 2026.
  • Prologis made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #257 holding.
  • GoalVest Advisory first reported a position in Prologis in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Prologis position peaked at $477K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.