Intergy Private Wealth’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
$313K Sell
2,414
-128
-5% -$18K 0.07% 101
2026
Q2
$344K Buy
2,542
+12
+0.5% +$1.7K 0.08% 93
2026
Q1
$334K Buy
2,530
+351
+16% +$46.9K 0.1% 83
2025
Q4
$278K Buy
+2,179
New +$272K 0.08% 89

Other funds holding PLD

Intergy Private Wealth's PLD Position: Q3 2026 in Review

Intergy Private Wealth reduced its Prologis (PLD) stake by 5% in Q3 2026, selling an estimated $18K and leaving 2,414 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #101.

Intergy Private Wealth first reported a position in PLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $344K in Q2 2026. 290 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Intergy Private Wealth held 2,414 shares of Prologis worth $313K as of Q3 2026.
  • Intergy Private Wealth sold 128 Prologis shares in Q3 2026, an estimated $18K.
  • Prologis made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #101 holding.
  • Intergy Private Wealth first reported a position in Prologis in Q4 2025 and has held it in 4 quarters since.
  • Intergy Private Wealth's Prologis position peaked at $344K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.