Koa Wealth Management, LLC PLD β€” PROLOGIS INC.

Ownership history in Koa Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Koa Wealth Management, LLC reported PROLOGIS INC. (PLD) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows PLD at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koa Wealth Management, LLC's position in PROLOGIS INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLD was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koa Wealth Management, LLC held PLD β€” position size vs. price
% of Fund (quarterly)    PLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 10,666 -1,811 -14.5% 1.02% $1.4M 2026-04-29 $138.82
2025 Q4 ADDED β€” β€” β€” 12,477 +822 +7.1% 1.09% $1.6M 2026-01-29 $129.37
2025 Q3 INITIATED β€” β€” β€” 11,655 β€” β€” 0.99% $1.3M 2025-10-28 $123.75

FAQ About Koa Wealth Management, LLC and PLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koa Wealth Management, LLC reported owning PLD?

Koa Wealth Management, LLC reported PLD across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PLD position in Koa Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PLD was 1.09% in 2025 Q4.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2026 Q1, when Koa Wealth Management, LLC reported 10,666 shares, equal to 1.02% of portfolio, with an estimated market value of $1.4M.

What does the chart on this PLD ownership page compare?

The chart compares Koa Wealth Management, LLC's quarterly PLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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