Islay Capital Management’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.25M Buy
16,598
+155
+0.9% +$22K 1.04% 26
2026
Q1
$2.17M Sell
16,443
-600
-4% -$80.2K 1.1% 27
2025
Q4
$2.18M Sell
17,043
-401
-2% -$50K 1.28% 23
2025
Q3
$2M Buy
+17,444
New +$1.92M 1.14% 24

Other funds holding PLD

Islay Capital Management's PLD Position: Q2 2026 in Review

Islay Capital Management increased its Prologis (PLD) stake by 0.94% in Q2 2026, buying an estimated $22K and bringing the position to 16,598 shares worth $2.25M. The position accounts for 1.04% of the portfolio, ranked #26.

Islay Capital Management first reported a position in PLD in Q3 2025 and has held it in 4 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Islay Capital Management held 16,598 shares of Prologis worth $2.25M as of Q2 2026.
  • Islay Capital Management bought 155 Prologis shares in Q2 2026, an estimated $22K.
  • Prologis made up 1.04% of Islay Capital Management's portfolio in Q2 2026, its #26 holding.
  • Islay Capital Management first reported a position in Prologis in Q3 2025 and has held it in 4 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Islay Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.