PLD PROLOGIS INC.

Ownership history in Pasadena Private Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

Pasadena Private Wealth, LLC reported PROLOGIS INC. (PLD) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2023 Q4. The latest visible filing shows PLD at 0.03% 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 Pasadena Private Wealth, 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
2025 Q3

PLD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 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.

How Pasadena Private Wealth, LLC held PLD — position size vs. price
% of Fund (quarterly)    PLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,845 -221 -10.7% 0.03% $211K 2025-10-24 $124.45
2025 Q2 REDUCED 2,066 -76 -3.5% 0.04% $217K 2025-08-01 $102.36
2025 Q1 REDUCED 2,142 -494 -18.7% 0.05% $239K 2025-05-08 $101.95
2024 Q4 REDUCED 2,636 -645 -19.7% 0.06% $279K 2025-02-03 $112.88
2024 Q3 REDUCED 3,281 -2 -0.1% 0.09% $414K 2024-11-08 $109.99
2024 Q2 REDUCED 3,283 -47 -1.4% 0.09% $369K 2024-07-19 $116.65
2024 Q1 REDUCED 3,330 -15 -0.4% 0.10% $434K 2024-04-16 $107.23
2023 Q4 INITIATED 3,345 0.11% $446K 2024-01-10 $123.89

FAQ About Pasadena Private Wealth, 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 Pasadena Private Wealth, LLC reported owning PLD?

Pasadena Private Wealth, LLC reported PLD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PLD position in Pasadena Private Wealth, LLC's portfolio?

The largest reported portfolio weight for PLD was 0.11% in 2023 Q4.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2025 Q3, when Pasadena Private Wealth, LLC reported 1,845 shares, equal to 0.03% of portfolio, with an estimated market value of $211K.

What does the chart on this PLD ownership page compare?

The chart compares Pasadena Private Wealth, 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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