Summit Wealth Group (Colorado)
PLD icon

Summit Wealth Group (Colorado)’s Prologis PLD Stock Holding History

Summit Wealth Group (Colorado)’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 		$336K Buy
2,587
+991
+62% +$139K 0.02% 324
2026
Q2 		$216K Sell
1,596
-5
-0.3% -$709 0.02% 365
2026
Q1 		$212K Buy
+1,601
New +$214K 0.02% 322
2025
Q4 		– Sell
-92,242
Closed -$3.68M – 527
2025
Q3 		$3.68M Buy
+92,242
New +$10.1M 0.39% 45

Other funds holding PLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PLD Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Prologis (PLD) stake by 62% in Q3 2026, buying an estimated $139K and bringing the position to 2,587 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #324.

Summit Wealth Group (Colorado) first reported a position in PLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.68M in Q3 2025. 800 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Summit Wealth Group (Colorado) held 2,587 shares of Prologis worth $336K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 991 Prologis shares in Q3 2026, an estimated $139K.
  • Prologis made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #324 holding.
  • Summit Wealth Group (Colorado) first reported a position in Prologis in Q3 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Prologis position peaked at $3.68M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.