PLD β€” PROLOGIS INC.

Ownership history in SYNTAX RESEARCH, INC.  Β·  10 quarters on record

This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. reported a position in PROLOGIS INC. (PLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.83% (2024 Q2)
πŸ“Š Avg. % of fund
2.32%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

SYNTAX RESEARCH, INC. Γ— PLD AI Analytics

πŸ“‰ SYNTAX RESEARCH, INC. underperformed the S&P 500 by –16.7% annually on this PLD position. Timing score: 62% (5/8 decisions correct). Average cost basis: $106.63. Maximum drawdown during holding period: –18.1%.

πŸ“ˆ Position Alpha vs SPY
-16.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.7% ann.
8 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$106.63
+18.8% vs current ($126.64)

Best entry: $101.25 (2024 Q4)  Β·  Worst: $123.66 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–18.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

6 adds Β· 4 trims. Bought during 3 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.24% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PLD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,386 -299 -1.0% 2.24% $3.6M $126.64
2025 Q3 ADDED 28,685 +333 +1.2% 2.11% $3.3M $112.73
2025 Q2 REDUCED 28,352 -3,716 -11.6% 2.12% $3.0M $102.56
2025 Q1 REDUCED 32,068 -1,996 -5.9% 2.48% $3.6M $108.04
2024 Q4 ADDED 34,064 +2,462 +7.8% 2.58% $3.6M $101.25
2024 Q3 REDUCED 31,602 -231 -0.7% 2.70% $4.0M $119.92
2024 Q2 ADDED 31,833 +10,712 +50.7% 2.83% $3.6M $105.86
2024 Q1 ADDED 21,121 +1,160 +5.8% 2.10% $2.8M $121.70
2023 Q4 ADDED 19,961 +117 +0.6% 2.23% $2.7M $123.66
2023 Q3 INITIATED 19,844 β€” β€” 1.80% $2.2M β€”

🏒 Other funds also holding PLD

As of 2025 Q4 β€” sorted by position size

APG Asset Management US Inc. 3Y 7Y 19.65% B&I Capital AG 3Y 13.52% Adelante Capital Management LLC 3Y 7Y 11.44% Hazelview Securities Inc. 3Y 7Y 11.4% GSI Capital Advisors LLC 3Y 7Y 9.44% AEW CAPITAL MANAGEMENT L P 3Y 7Y 8.99% Resolution Capital Ltd 3Y 7Y 8.73% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 8.31% Vert Asset Management LLC 3Y 7.37% Seven Post Investment Office LP 3Y 7Y 6.75%
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