Mount Yale Investment Advisors’s Prologis PLD Stock Holding History

Mount Yale Investment Advisors’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 Q2	$3.49M	Sell	25,769 -3,561	-12%	-$505K	0.06%	290
2026 Q1	$3.88M	Buy	29,330 +17,327	+144%	+$2.32M	0.09%	228
2025 Q4	$1.53M	Sell	12,003 -7,862	-40%	-$980K	0.07%	236
2025 Q3	$2.27M	Buy	19,865 +18,483	+1,337%	+$2.03M	0.16%	141
2025 Q2	$145K	Buy	+1,382	New	+$145K	0.01%	598
2018 Q4	–	Sell	-1,307	Closed	-$88K	–	654
2018 Q3	$88K	Sell	1,307 -250	-16%	-$16.4K	0.02%	480
2018 Q2	$102K	Hold	1,557	–	–	0.02%	453
2018 Q1	$98K	Buy	+1,557	New	+$96.8K	0.02%	462

Other funds holding PLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mount Yale Investment Advisors's PLD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Prologis (PLD) stake by 12% in Q2 2026, selling an estimated $505K and leaving 25,769 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #290.

Mount Yale Investment Advisors first reported a position in PLD in Q1 2018 and has held it in 8 quarters since. The position peaked at $3.88M in Q1 2026. 1,740 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Mount Yale Investment Advisors held 25,769 shares of Prologis worth $3.49M as of Q2 2026.
Mount Yale Investment Advisors sold 3,561 Prologis shares in Q2 2026, an estimated $505K.
Prologis made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #290 holding.
Mount Yale Investment Advisors first reported a position in Prologis in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Prologis position peaked at $3.88M in Q1 2026.
1,740 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.