Mount Yale Investment 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
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

Mount Yale Investment Advisors's PLD Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Prologis (PLD) stake by 144% in Q1 2026, buying an estimated $2.32M and bringing the position to 29,330 shares worth $3.88M. The position accounts for 0.09% of the portfolio, ranked #228.

Mount Yale Investment Advisors first reported a position in PLD in Q1 2018 and has held it in 7 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Mount Yale Investment Advisors held 29,330 shares of Prologis worth $3.88M as of Q1 2026.
  • Mount Yale Investment Advisors bought 17,327 Prologis shares in Q1 2026, an estimated $2.32M.
  • Prologis made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #228 holding.
  • Mount Yale Investment Advisors first reported a position in Prologis in Q1 2018 and has held it in 7 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.