Segment Wealth Management’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$735K Buy
5,428
+974
+22% +$138K 0.04% 197
2026
Q1
$589K Sell
4,454
-225
-5% -$30.1K 0.03% 203
2025
Q4
$597K Buy
4,679
+115
+3% +$14.3K 0.03% 205
2025
Q3
$523K Sell
4,564
-2,558
-36% -$281K 0.03% 207
2025
Q2
$749K Buy
7,122
+923
+15% +$96.8K 0.05% 181
2025
Q1
$693K Buy
6,199
+197
+3% +$22.8K 0.05% 177
2024
Q4
$634K Buy
6,002
+245
+4% +$28.2K 0.04% 177
2024
Q3
$727K Buy
5,757
+1,418
+33% +$176K 0.05% 166
2024
Q2
$487K Sell
4,339
-45,151
-91% -$5M 0.04% 182
2024
Q1
$6.44M Buy
49,490
+9,470
+24% +$1.24M 0.49% 61
2023
Q4
$5.33M Sell
40,020
-27,712
-41% -$3.15M 0.47% 65
2023
Q3
$7.6M Buy
67,732
+2,663
+4% +$326K 0.77% 51
2023
Q2
$7.98M Sell
65,069
-577
-0.9% -$71K 0.82% 50
2023
Q1
$8.19M Buy
65,646
+2,148
+3% +$264K 0.93% 43
2022
Q4
$7.16M Sell
63,498
-817
-1% -$90.5K 0.83% 47
2022
Q3
$6.53M Buy
64,315
+60,355
+1,524% +$7.49M 0.82% 50
2022
Q2
$466K Sell
3,960
-768
-16% -$106K 0.06% 140
2022
Q1
$763K Hold
4,728
0.08% 136
2021
Q4
$796K Buy
4,728
+1,515
+47% +$226K 0.08% 135
2021
Q3
$403K Sell
3,213
-228
-7% -$29.6K 0.05% 171
2021
Q2
$411K Hold
3,441
0.05% 172
2021
Q1
$365K Sell
3,441
-1
-0% -$102 0.05% 172
2020
Q4
$343K Buy
3,442
+421
+14% +$42.6K 0.05% 170
2020
Q3
$304K Buy
3,021
+229
+8% +$22.9K 0.05% 166
2020
Q2
$261K Sell
2,792
-80
-3% -$7.14K 0.05% 181
2020
Q1
$231K Sell
2,872
-2,144
-43% -$187K 0.05% 169
2019
Q4
$447K Buy
5,016
+2,414
+93% +$214K 0.08% 156
2019
Q3
$222K Hold
2,602
0.04% 192
2019
Q2
$208K Buy
+2,602
New +$198K 0.04% 193
2018
Q4
Sell
-3,585
Closed -$243K 210
2018
Q3
$243K Buy
+3,585
New +$236K 0.05% 190
2017
Q4
Sell
-3,367
Closed -$213K 211
2017
Q3
$213K Buy
+3,367
New +$207K 0.06% 193

Other funds holding PLD

Segment Wealth Management's PLD Position: Q2 2026 in Review

Segment Wealth Management increased its Prologis (PLD) stake by 22% in Q2 2026, buying an estimated $138K and bringing the position to 5,428 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #197.

Segment Wealth Management first reported a position in PLD in Q3 2017 and has held it in 31 quarters since. The position peaked at $8.19M in Q1 2023. 470 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Segment Wealth Management held 5,428 shares of Prologis worth $735K as of Q2 2026.
  • Segment Wealth Management bought 974 Prologis shares in Q2 2026, an estimated $138K.
  • Prologis made up 0.04% of Segment Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Segment Wealth Management first reported a position in Prologis in Q3 2017 and has held it in 31 quarters since.
  • Segment Wealth Management's Prologis position peaked at $8.19M in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.