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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Optivise Advisory Services's PLD Position: Q2 2026 in Review

Optivise Advisory Services increased its Prologis (PLD) stake by 17% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,999 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #171.

Optivise Advisory Services first reported a position in PLD in Q4 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Optivise Advisory Services held 1,999 shares of Prologis worth $271K as of Q2 2026.
  • Optivise Advisory Services bought 284 Prologis shares in Q2 2026, an estimated $40.3K.
  • Prologis made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #171 holding.
  • Optivise Advisory Services first reported a position in Prologis in Q4 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.