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Navis Wealth Advisors’s Prologis PLD Stock Holding History

Navis Wealth 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 		$428K Sell
3,157
-31
-1% -$4.39K 0.16% 104
2026
Q1 		$421K Sell
3,188
-61
-2% -$8.15K 0.22% 108
2025
Q4 		$415K Buy
3,249
+162
+5% +$20.2K 0.18% 113
2025
Q3 		$354K Buy
3,087
+22
+0.7% +$2.42K 0.26% 81
2025
Q2 		$322K Buy
3,065
+31
+1% +$3.25K 0.27% 80
2025
Q1 		$339K Buy
3,034
+335
+12% +$38.8K 0.33% 72
2024
Q4 		$285K Sell
2,699
-266
-9% -$30.6K 0.31% 78
2024
Q3 		$374K Buy
2,965
+92
+3% +$11.4K 0.41% 56
2024
Q2 		$323K Buy
2,873
+116
+4% +$12.8K 0.37% 62
2024
Q1 		$359K Buy
2,757
+16
+0.6% +$2.09K 0.43% 53
2023
Q4 		$365K Buy
2,741
+20
+0.7% +$2.27K 0.48% 50
2023
Q3 		$305K Buy
2,721
+17
+0.6% +$2.08K 0.44% 56
2023
Q2 		$332K Buy
2,704
+17
+0.6% +$2.09K 0.3% 52
2023
Q1 		$335K Buy
2,687
+60
+2% +$7.37K 0.37% 49
2022
Q4 		$296K Buy
2,627
+231
+10% +$25.6K 0.42% 54
2022
Q3 		$243K Buy
2,396
+16
+0.7% +$1.98K 0.38% 62
2022
Q2 		$280K Buy
2,380
+11
+0.5% +$1.52K 0.3% 75
2022
Q1 		$383K Buy
2,369
+9
+0.4% +$1.37K 0.34% 63
2021
Q4 		$397K Buy
2,360
+12
+0.5% +$1.79K 0.33% 60
2021
Q3 		$295K Buy
2,348
+12
+0.5% +$1.56K 0.21% 98
2021
Q2 		$279K Buy
2,336
+14
+0.6% +$1.64K 0.23% 81
2021
Q1 		$246K Buy
+2,322
New +$237K 0.19% 92

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Navis Wealth Advisors reduced its Prologis (PLD) stake by 0.97% in Q2 2026, selling an estimated $4.39K and leaving 3,157 shares worth $428K. The position accounts for 0.16% of the portfolio, ranked #104.

Navis Wealth Advisors first reported a position in PLD in Q1 2021 and has held it in 22 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Navis Wealth Advisors held 3,157 shares of Prologis worth $428K as of Q2 2026.
  • Navis Wealth Advisors sold 31 Prologis shares in Q2 2026, an estimated $4.39K.
  • Prologis made up 0.16% of Navis Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Navis Wealth Advisors first reported a position in Prologis in Q1 2021 and has held it in 22 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.