PLD PROLOGIS INC.

Ownership history in SWEENEY & MICHEL, LLC  ·  8 quarters on record

AI Ownership Summary

SWEENEY & MICHEL, LLC reported PROLOGIS INC. (PLD) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.05% in 2024 Q2. The latest visible filing shows PLD at 0.94% 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 SWEENEY & MICHEL, 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 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% 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 Q1 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 SWEENEY & MICHEL, LLC held PLD — position size vs. price
% of Fund (quarterly)    PLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,714 -2,106 -8.5% 0.94% $3.2M 2026-02-14 (Est.) $137.86
2025 Q3 ADDED 24,820 +1,240 +5.3% 0.93% $2.8M 2025-11-13 $122.06
2025 Q2 ADDED 23,580 +2,266 +10.6% 0.91% $2.6M 2025-07-14 $106.69
2025 Q1 ADDED 21,314 +1,869 +9.6% 0.84% $1.9M 2025-04-09 $94.92
2024 Q3 REDUCED 19,445 -2,163 -10.0% 0.94% $2.4M 2024-10-21 $111.84
2024 Q2 ADDED 21,608 +13 +0.1% 1.05% $2.5M 2024-07-10 $109.85
2024 Q1 ADDED 21,595 +5,114 +31.0% 1.04% $2.3M 2024-05-16 $103.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SWEENEY & MICHEL, 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 SWEENEY & MICHEL, LLC reported owning PLD?

SWEENEY & MICHEL, LLC reported PLD across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PLD position in SWEENEY & MICHEL, LLC's portfolio?

The largest reported portfolio weight for PLD was 1.05% in 2024 Q2.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2025 Q4, when SWEENEY & MICHEL, LLC reported 22,714 shares, equal to 0.94% of portfolio, with an estimated market value of $3.2M.

What does the chart on this PLD ownership page compare?

The chart compares SWEENEY & MICHEL, 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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