MOGY JOEL R INVESTMENT COUNSEL INC PLD — PROLOGIS INC

Ownership history in MOGY JOEL R INVESTMENT COUNSEL INC  ·  38 quarters on record

AI Ownership Summary

MOGY JOEL R INVESTMENT COUNSEL INC reported PROLOGIS INC (PLD) in 38 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.25% in 2024 Q2. The latest visible filing shows PLD at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOGY JOEL R INVESTMENT COUNSEL INC'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 Q3

PLD was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

PLD stock page MOGY JOEL R INVESTMENT COUNSEL INC fund profile MOGY JOEL R INVESTMENT COUNSEL INC full holdings
How MOGY JOEL R INVESTMENT COUNSEL INC held PLD — position size vs. price
% of Fund (quarterly)    PLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 18,804 — 0% 0.13% $2.4M 2026-10-13 $133.55
2026 Q2 UNCHANGED — — — 18,804 — 0% 0.15% $2.5M 2026-07-14 $141.37
2026 Q1 REDUCED 20.0% +5.8% ❌ 18,804 -4,700 -20.0% 0.16% $2.5M 2026-04-15 $137.67
2025 Q4 REDUCED — — — 23,504 -600 -2.5% 0.16% $3.0M 2026-01-30 $127.57
2025 Q3 REDUCED — — — 24,104 -250 -1.0% 0.15% $2.8M 2025-10-16 $117.48
2025 Q2 REDUCED — — — 24,354 -700 -2.8% 0.15% $2.6M 2025-07-10 $104.18
2025 Q1 REDUCED 5.5% -5.1% ✅ 25,054 -1,450 -5.5% 0.18% $2.8M 2025-04-16 $95.47
2024 Q4 REDUCED — — — 26,504 -800 -2.9% 0.17% $2.8M 2025-01-17 $103.29
2024 Q3 REDUCED 22.9% -16.1% ✅ 27,304 -8,130 -22.9% 0.21% $3.4M 2024-10-18 $114.58
2024 Q2 REDUCED 52.9% +13.3% ❌ 35,434 -39,877 -52.9% 0.25% $4.0M 2024-07-15 $112.47
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLD

As of 2026 Q3 — sorted by position size

Pensionfund Sabic 3Y 7Y 9.55% Pensionfund PDN 3Y 7Y 9.32% Valeo Financial Advisors, LLC 3Y 7Y 3.38% LDR Capital Management LLC 3Y 7Y 3.01% Westwind Capital 3Y 7Y 1.85% Leibman Financial Services, Inc. 1.82% Community Financial Services Group, LLC 3Y 7Y 1.15% Sarasin & Partners LLP 3Y 7Y 1.0% Dakota Community Bank & Trust NA 3Y 0.93% Harrington Investments, INC 3Y 7Y 0.9%

FAQ About MOGY JOEL R INVESTMENT COUNSEL INC and PLD

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

How long has MOGY JOEL R INVESTMENT COUNSEL INC reported owning PLD?

MOGY JOEL R INVESTMENT COUNSEL INC reported PLD across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PLD position in MOGY JOEL R INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for PLD was 0.25% in 2024 Q2.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2026 Q3, when MOGY JOEL R INVESTMENT COUNSEL INC reported 18,804 shares, equal to 0.13% of portfolio, with an estimated market value of $2.4M.

What does the chart on this PLD ownership page compare?

The chart compares MOGY JOEL R INVESTMENT COUNSEL INC'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.

How well did MOGY JOEL R INVESTMENT COUNSEL INC time their PLD position?

Based on 13F filing dates vs. subsequent PLD price moves, MOGY JOEL R INVESTMENT COUNSEL INC correctly timed 21 out of 35 reported position changes (60%). The annualised alpha on PLD relative to SPY over the holding period was +23.6%.

← Back to MOGY JOEL R INVESTMENT COUNSEL INC Holdings