Provenance Wealth Advisors
PLD icon

Provenance Wealth Advisors’s Prologis PLD Stock Holding History

Provenance 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 		$95.8K Buy
738
+728
+7,280% +$102K 0.01% 617
2026
Q2 		$1.36K Buy
+10
New +$1.42K ﹤0.01% 485
2024
Q1 		– Sell
-32
Closed -$4.27K – 595
2023
Q4 		$4.27K Buy
+32
New +$3.63K ﹤0.01% 374

Other funds holding PLD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Provenance Wealth Advisors increased its Prologis (PLD) stake by 7,280% in Q3 2026, buying an estimated $102K and bringing the position to 738 shares worth $95.8K. The position accounts for 0.01% of the portfolio, ranked #617.

Provenance Wealth Advisors first reported a position in PLD in Q4 2023 and has held it in 3 quarters since. 1,322 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Provenance Wealth Advisors held 738 shares of Prologis worth $95.8K as of Q3 2026.
  • Provenance Wealth Advisors bought 728 Prologis shares in Q3 2026, an estimated $102K.
  • Prologis made up 0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #617 holding.
  • Provenance Wealth Advisors first reported a position in Prologis in Q4 2023 and has held it in 3 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.