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Roger Wittlin Investment Advisory’s Prologis PLD Stock Holding History

Roger Wittlin Investment Advisory’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 		$290K Sell
2,143
-5
-0.2% -$709 0.23% 40
2026
Q1 		$284K Buy
2,148
+17
+0.8% +$2.27K 0.23% 37
2025
Q4 		$272K Buy
2,131
+12
+0.6% +$1.5K 0.19% 35
2025
Q3 		$243K Buy
2,119
+40
+2% +$4.4K 0.13% 38
2025
Q2 		$219K Sell
2,079
-3,931
-65% -$412K 0.12% 41
2025
Q1 		$672K Buy
6,010
+54
+0.9% +$6.25K 0.39% 27
2024
Q4 		$630K Sell
5,956
-2,399
-29% -$276K 0.35% 30
2024
Q3 		$1.06M Buy
8,355
+64
+0.8% +$7.94K 0.61% 26
2024
Q2 		$931K Sell
8,291
-6,388
-44% -$708K 0.6% 27
2024
Q1 		$1.91M Buy
14,679
+97
+0.7% +$12.7K 1.34% 19
2023
Q4 		$1.94M Buy
14,582
+115
+0.8% +$13.1K 1.44% 20
2023
Q3 		$1.62M Buy
14,467
+97
+0.7% +$11.9K 1.38% 19
2023
Q2 		$1.76M Buy
14,370
+99
+0.7% +$12.2K 1.43% 19
2023
Q1 		$1.78M Buy
14,271
+7,449
+109% +$915K 1.59% 18
2022
Q4 		$769K Buy
+6,822
New +$756K 0.77% 23

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

Roger Wittlin Investment Advisory's PLD Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its Prologis (PLD) stake by 0.23% in Q2 2026, selling an estimated $709 and leaving 2,143 shares worth $290K. The position accounts for 0.23% of the portfolio, ranked #40.

Roger Wittlin Investment Advisory first reported a position in PLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q4 2023. 470 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Roger Wittlin Investment Advisory held 2,143 shares of Prologis worth $290K as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 5 Prologis shares in Q2 2026, an estimated $709.
  • Prologis made up 0.23% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #40 holding.
  • Roger Wittlin Investment Advisory first reported a position in Prologis in Q4 2022 and has held it in 15 quarters since.
  • Roger Wittlin Investment Advisory's Prologis position peaked at $1.94M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.