JFS Wealth Advisors’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
$12.9K Sell
95
-57
-38% -$8.08K ﹤0.01% 904
2026
Q1
$20.1K Hold
152
﹤0.01% 736
2025
Q4
$19.4K Buy
152
+92
+153% +$11.5K ﹤0.01% 756
2025
Q3
$6.87K Sell
60
-66
-52% -$7.25K ﹤0.01% 1009
2025
Q2
$13.2K Sell
126
-5
-4% -$524 ﹤0.01% 776
2025
Q1
$14.6K Sell
131
-93
-42% -$10.8K ﹤0.01% 754
2024
Q4
$23.7K Buy
224
+91
+68% +$10.5K ﹤0.01% 603
2024
Q3
$16.8K Hold
133
﹤0.01% 677
2024
Q2
$14.9K Sell
133
-178
-57% -$19.7K ﹤0.01% 671
2024
Q1
$40.5K Buy
311
+77
+33% +$10.1K ﹤0.01% 475
2023
Q4
$31.2K Buy
234
+168
+255% +$19.1K ﹤0.01% 491
2023
Q3
$7.41K Sell
66
-71
-52% -$8.69K ﹤0.01% 831
2023
Q2
$16.8K Hold
137
﹤0.01% 582
2023
Q1
$17.1K Hold
137
﹤0.01% 568
2022
Q4
$15.4K Hold
137
﹤0.01% 583
2022
Q3
$14K Hold
137
﹤0.01% 646
2022
Q2
$16K Hold
137
﹤0.01% 636
2022
Q1
$22K Hold
137
﹤0.01% 581
2021
Q4
$23K Hold
137
﹤0.01% 542
2021
Q3
$17K Hold
137
﹤0.01% 570
2021
Q2
$16K Hold
137
﹤0.01% 399
2021
Q1
$15K Hold
137
﹤0.01% 379
2020
Q4
$14K Buy
137
+66
+93% +$6.67K ﹤0.01% 385
2020
Q3
$7K Hold
71
﹤0.01% 422
2020
Q2
$7K Hold
71
﹤0.01% 409
2020
Q1
$6K Buy
71
+33
+87% +$2.88K ﹤0.01% 381
2019
Q4
$3K Buy
+38
New +$3.37K ﹤0.01% 435

Other funds holding PLD

JFS Wealth Advisors's PLD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Prologis (PLD) stake by 38% in Q2 2026, selling an estimated $8.08K and leaving 95 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

JFS Wealth Advisors first reported a position in PLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $40.5K in Q1 2024. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • JFS Wealth Advisors held 95 shares of Prologis worth $12.9K as of Q2 2026.
  • JFS Wealth Advisors sold 57 Prologis shares in Q2 2026, an estimated $8.08K.
  • Prologis made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #904 holding.
  • JFS Wealth Advisors first reported a position in Prologis in Q4 2019 and has held it in 27 quarters since.
  • JFS Wealth Advisors's Prologis position peaked at $40.5K in Q1 2024.
  • 1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.