PLD β€” PROLOGIS INC.

Ownership history in Planning Capital Management Corp  Β·  3 quarters on record

AI Ownership Summary

Planning Capital Management Corp reported PROLOGIS INC. (PLD) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows PLD at 0.00% 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 Planning Capital Management Corp'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
2024 Q2

PLD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 2024 Q2

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 Planning Capital Management Corp held PLD β€” position size vs. price
% of Fund (quarterly)    PLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED 63 β€” 0% 0.00% $7K 2024-08-12 $113.10
2024 Q1 REDUCED 63 -60 -48.8% 0.01% $8K 2024-04-26 $97.25
2023 Q4 INITIATED 123 β€” β€” 0.01% $16K 2024-02-14 $121.06

FAQ About Planning Capital Management Corp and PLD

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

How long has Planning Capital Management Corp reported owning PLD?

Planning Capital Management Corp reported PLD across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported PLD position in Planning Capital Management Corp's portfolio?

The largest reported portfolio weight for PLD was 0.01% in 2023 Q4.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2024 Q2, when Planning Capital Management Corp reported 63 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this PLD ownership page compare?

The chart compares Planning Capital Management Corp'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.

← Back to Planning Capital Management Corp Holdings