Optivise Advisory Services
PLD icon

Optivise Advisory Services’s Prologis PLD Stock Holding History

Optivise Advisory Services’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 		$278K Buy
2,138
+139
+7% +$19.5K 0.14% 175
2026
Q2 		$271K Buy
1,999
+284
+17% +$40.3K 0.14% 171
2026
Q1 		$227K Sell
1,715
-403
-19% -$53.9K 0.14% 170
2025
Q4 		$270K Buy
+2,118
New +$264K 0.16% 145

Other funds holding PLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Optivise Advisory Services's PLD Position: Q3 2026 in Review

Optivise Advisory Services increased its Prologis (PLD) stake by 7% in Q3 2026, buying an estimated $19.5K and bringing the position to 2,138 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #175.

Optivise Advisory Services first reported a position in PLD in Q4 2025 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Optivise Advisory Services held 2,138 shares of Prologis worth $278K as of Q3 2026.
  • Optivise Advisory Services bought 139 Prologis shares in Q3 2026, an estimated $19.5K.
  • Prologis made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #175 holding.
  • Optivise Advisory Services first reported a position in Prologis in Q4 2025 and has held it in 4 quarters since.
  • 993 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.