Physician Wealth Advisors
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Physician Wealth Advisors’s Prologis PLD Stock Holding History

Physician 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
Q3 		$297K Sell
2,288
-14
-0.6% -$1.96K 0.03% 164
2026
Q2 		$312K Buy
2,302
+52
+2% +$7.37K 0.04% 154
2026
Q1 		$297K Buy
2,250
+61
+3% +$8.15K 0.04% 149
2025
Q4 		$279K Buy
2,189
+19
+0.9% +$2.37K 0.04% 149
2025
Q3 		$249K Buy
2,170
+251
+13% +$27.6K 0.04% 161
2025
Q2 		$202K Buy
1,919
+30
+2% +$3.15K 0.03% 184
2025
Q1 		$211K Hold
1,889
– – 0.04% 173
2024
Q4 		$200K Sell
1,889
-1
-0.1% -$115 0.03% 183
2024
Q3 		$229K Buy
1,890
+11
+0.6% +$1.36K 0.04% 169
2024
Q2 		$228K Sell
1,879
-6
-0.3% -$665 0.04% 161
2024
Q1 		$216K Buy
1,885
+193
+11% +$25.2K 0.05% 159
2023
Q4 		$218K Buy
+1,692
New +$192K 0.05% 152
2023
Q3 		– Sell
-1,662
Closed -$206K – 152
2023
Q2 		$206K Hold
1,662
– – 0.05% 146
2023
Q1 		$208K Hold
1,662
– – 0.05% 145
2022
Q4 		$210K Buy
+1,662
New +$184K 0.06% 145

Other funds holding PLD

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Physician Wealth Advisors's PLD Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Prologis (PLD) stake by 0.61% in Q3 2026, selling an estimated $1.96K and leaving 2,288 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #164.

Physician Wealth Advisors first reported a position in PLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $312K in Q2 2026. 486 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Physician Wealth Advisors held 2,288 shares of Prologis worth $297K as of Q3 2026.
  • Physician Wealth Advisors sold 14 Prologis shares in Q3 2026, an estimated $1.96K.
  • Prologis made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #164 holding.
  • Physician Wealth Advisors first reported a position in Prologis in Q4 2022 and has held it in 15 quarters since.
  • Physician Wealth Advisors's Prologis position peaked at $312K in Q2 2026.
  • 486 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.