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Smith Salley Wealth Management’s Prologis PLD Stock Holding History

Smith Salley Wealth Management’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 		$1.43M Buy
10,571
+515
+5% +$73K 0.06% 139
2026
Q1 		$1.33M Buy
10,056
+370
+4% +$49.4K 0.07% 138
2025
Q4 		$1.24M Buy
9,686
+189
+2% +$23.6K 0.06% 143
2025
Q3 		$1.09M Buy
9,497
+159
+2% +$17.5K 0.06% 147
2025
Q2 		$982K Buy
9,338
+265
+3% +$27.8K 0.06% 145
2025
Q1 		$1.01M Buy
9,073
+142
+2% +$16.4K 0.07% 142
2024
Q4 		$944K Sell
8,931
-186
-2% -$21.4K 0.06% 144
2024
Q3 		$1.15M Buy
9,117
+45
+0.5% +$5.58K 0.08% 133
2024
Q2 		$1.02M Buy
9,072
+72
+0.8% +$7.98K 0.07% 134
2024
Q1 		$1.17M Sell
9,000
-3,524
-28% -$460K 0.09% 118
2023
Q4 		$1.67M Sell
12,524
-245
-2% -$27.8K 0.11% 115
2023
Q3 		$1.43M Buy
12,769
+56
+0.4% +$6.85K 0.11% 114
2023
Q2 		$1.56M Buy
12,713
+925
+8% +$114K 0.12% 112
2023
Q1 		$1.47M Sell
11,788
-338
-3% -$41.5K 0.12% 111
2022
Q4 		$1.37M Sell
12,126
-275
-2% -$30.5K 0.12% 117
2022
Q3 		$1.26M Buy
12,401
+287
+2% +$35.6K 0.12% 117
2022
Q2 		$1.43M Buy
12,114
+289
+2% +$40K 0.12% 119
2022
Q1 		$1.91M Sell
11,825
-3,047
-20% -$465K 0.14% 109
2021
Q4 		$2.5M Buy
14,872
+320
+2% +$47.8K 0.18% 100
2021
Q3 		$1.83M Buy
14,552
+902
+7% +$117K 0.14% 108
2021
Q2 		$1.63M Buy
13,650
+960
+8% +$112K 0.13% 112
2021
Q1 		$1.34M Buy
+12,690
New +$1.29M 0.12% 110

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

Smith Salley Wealth Management's PLD Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Prologis (PLD) stake by 5.1% in Q2 2026, buying an estimated $73K and bringing the position to 10,571 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #139.

Smith Salley Wealth Management first reported a position in PLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.5M in Q4 2021. 470 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Smith Salley Wealth Management held 10,571 shares of Prologis worth $1.43M as of Q2 2026.
  • Smith Salley Wealth Management bought 515 Prologis shares in Q2 2026, an estimated $73K.
  • Prologis made up 0.06% of Smith Salley Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Smith Salley Wealth Management first reported a position in Prologis in Q1 2021 and has held it in 22 quarters since.
  • Smith Salley Wealth Management's Prologis position peaked at $2.5M in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.