Smith Salley Wealth Management
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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
Q3 		$1.39M Buy
10,710
+139
+1% +$19.5K 0.06% 142
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Smith Salley Wealth Management's PLD Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Prologis (PLD) stake by 1.3% in Q3 2026, buying an estimated $19.5K and bringing the position to 10,710 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #142.

Smith Salley Wealth Management first reported a position in PLD in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.5M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Smith Salley Wealth Management held 10,710 shares of Prologis worth $1.39M as of Q3 2026.
  • Smith Salley Wealth Management bought 139 Prologis shares in Q3 2026, an estimated $19.5K.
  • Prologis made up 0.06% of Smith Salley Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Smith Salley Wealth Management first reported a position in Prologis in Q1 2021 and has held it in 23 quarters since.
  • Smith Salley Wealth Management's Prologis position peaked at $2.5M in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.