Waypoint Wealth Counsel’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$434K Sell
3,285
-393
-11% -$52.5K 0.22% 93
2025
Q4
$470K Buy
3,678
+635
+21% +$79.2K 0.17% 113
2025
Q3
$348K Buy
3,043
+248
+9% +$27.3K 0.14% 147
2025
Q2
$294K Sell
2,795
-306
-10% -$32.1K 0.15% 119
2025
Q1
$347K Buy
3,101
+325
+12% +$37.6K 0.22% 67
2024
Q4
$293K Sell
2,776
-9
-0.3% -$1.03K 0.19% 73
2024
Q3
$352K Buy
2,785
+181
+7% +$22.5K 0.24% 64
2024
Q2
$292K Sell
2,604
-28
-1% -$3.1K 0.22% 65
2024
Q1
$343K Buy
2,632
+94
+4% +$12.3K 0.26% 62
2023
Q4
$338K Sell
2,538
-39
-2% -$4.43K 0.29% 60
2023
Q3
$289K Buy
2,577
+20
+0.8% +$2.45K 0.27% 62
2023
Q2
$314K Sell
2,557
-3
-0.1% -$369 0.28% 59
2023
Q1
$319K Buy
2,560
+84
+3% +$10.3K 0.25% 63
2022
Q4
$279K Buy
+2,476
New +$274K 0.22% 72

Other funds holding PLD

Waypoint Wealth Counsel's PLD Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Prologis (PLD) stake by 11% in Q1 2026, selling an estimated $52.5K and leaving 3,285 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #93.

Waypoint Wealth Counsel first reported a position in PLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $470K in Q4 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Waypoint Wealth Counsel held 3,285 shares of Prologis worth $434K as of Q1 2026.
  • Waypoint Wealth Counsel sold 393 Prologis shares in Q1 2026, an estimated $52.5K.
  • Prologis made up 0.22% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #93 holding.
  • Waypoint Wealth Counsel first reported a position in Prologis in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's Prologis position peaked at $470K in Q4 2025.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.