Lee, Danner & Bass
PLD icon

Lee, Danner & Bass’s Prologis PLD Stock Holding History

Lee, Danner & Bass’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 		$417K Sell
3,210
-11
-0.3% -$1.54K 0.02% 196
2026
Q2 		$436K Sell
3,221
-14
-0.4% -$1.98K 0.03% 196
2026
Q1 		$428K Sell
3,235
-300
-8% -$40.1K 0.03% 195
2025
Q4 		$451K Sell
3,535
-125
-3% -$15.6K 0.03% 179
2025
Q3 		$419K Sell
3,660
-16
-0.4% -$1.76K 0.03% 185
2025
Q2 		$386K Sell
3,676
-125
-3% -$13.1K 0.03% 186
2025
Q1 		$425K Hold
3,801
– – 0.03% 177
2024
Q4 		$402K Buy
3,801
+125
+3% +$14.4K 0.03% 186
2024
Q3 		$464K Buy
3,676
+693
+23% +$86K 0.03% 171
2024
Q2 		$335K Buy
+2,983
New +$330K 0.03% 184
2023
Q4 		$394K Buy
2,958
+40
+1% +$4.54K 0.03% 168
2023
Q3 		$327K Buy
2,918
+800
+38% +$97.9K 0.03% 178
2023
Q2 		$260K Buy
2,118
+16
+0.8% +$1.97K 0.02% 186
2023
Q1 		$262K Hold
2,102
– – 0.02% 187
2022
Q4 		$237K Buy
+2,102
New +$233K 0.02% 185

Other funds holding PLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lee, Danner & Bass's PLD Position: Q3 2026 in Review

Lee, Danner & Bass reduced its Prologis (PLD) stake by 0.34% in Q3 2026, selling an estimated $1.54K and leaving 3,210 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #196.

Lee, Danner & Bass first reported a position in PLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $464K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Lee, Danner & Bass held 3,210 shares of Prologis worth $417K as of Q3 2026.
  • Lee, Danner & Bass sold 11 Prologis shares in Q3 2026, an estimated $1.54K.
  • Prologis made up 0.02% of Lee, Danner & Bass's portfolio in Q3 2026, its #196 holding.
  • Lee, Danner & Bass first reported a position in Prologis in Q4 2022 and has held it in 15 quarters since.
  • Lee, Danner & Bass's Prologis position peaked at $464K in Q3 2024.
  • 1,078 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.