PLD PROLOGIS INC.

Ownership history in Royal Fund Management, LLC  ·  8 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported PROLOGIS INC. (PLD) in 8 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.2% in 2025 Q3. The latest visible filing shows PLD at 0.10% 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 Royal Fund 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
2025 Q4

PLD was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Royal Fund Management, 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 Q4 ADDED 8,204 +8,198 +136633.3% 0.10% $1.0M 2026-02-14 (Est.) $137.86
2025 Q3 REDUCED 6 -14,494 -100.0% 0.00% $810 2025-10-29 $121.54
2025 Q3 ADDED 14,500 +300 +2.1% 0.20% $1.7M 2025-10-29 $121.54
2025 Q2 ADDED 14,200 +13,600 +2266.7% 0.15% $1.5M 2025-08-13 $103.60
2025 Q2 REDUCED 600 -300 -33.3% 0.01% $63K 2025-08-13 $103.60
2025 Q1 REDUCED 900 -13,300 -93.7% 0.01% $99K 2025-05-14 $103.99
2025 Q1 ADDED 14,200 +300 +2.2% 0.18% $1.6M 2025-05-14 $103.99
2024 Q4 INITIATED 13,900 0.14% $1.5M 2025-01-16 $106.26

FAQ About Royal Fund 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 Royal Fund Management, LLC reported owning PLD?

Royal Fund Management, LLC reported PLD across 8 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PLD position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for PLD was 0.20% in 2025 Q3.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2025 Q4, when Royal Fund Management, LLC reported 8,204 shares, equal to 0.10% of portfolio, with an estimated market value of $1.0M.

What does the chart on this PLD ownership page compare?

The chart compares Royal Fund 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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