Valeo Financial Advisors, LLC PLD — PROLOGIS INC COM

Ownership history in Valeo Financial Advisors, LLC  ·  33 quarters on record

AI Ownership Summary

Valeo Financial Advisors, LLC reported PROLOGIS INC COM (PLD) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.91% in 2026 Q1. The latest visible filing shows PLD at 3.91% 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 Valeo Financial Advisors, LLC's position in PROLOGIS INC COM, 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
2026 Q1

PLD was reported at 3.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.91% in 2026 Q1

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 2026 Q1

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.

PLD stock page Valeo Financial Advisors, LLC fund profile Valeo Financial Advisors, LLC full holdings
How Valeo Financial Advisors, LLC held PLD — position size vs. price
% of Fund (quarterly)    PLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,238,632 +388,646 +45.7% 3.91% $163.7M 2026-05-08 $144.09
2025 Q4 REDUCED — — — 849,986 -25,141 -2.9% 2.41% $108.5M 2026-02-04 $133.76
2025 Q3 REDUCED 77.4% +13.1% ❌ 875,127 -2,999,157 -77.4% 2.28% $100.2M 2025-11-03 $122.28
2025 Q2 REDUCED — — — 3,874,284 -1,102 -0.0% 2.23% $92.8M 2025-07-22 $106.53
2025 Q1 ADDED — — — 3,875,386 +2,862,183 +282.5% 2.75% $98.6M 2025-04-30 $98.77
2024 Q4 ADDED — — — 1,013,203 +3,669 +0.4% 2.98% $107.1M 2025-01-30 $115.57
2024 Q3 ADDED — — — 1,009,534 +273 +0.0% 3.63% $127.5M 2024-10-10 $112.32
2024 Q2 REDUCED 97.9% +13.3% ❌ 1,009,261 -47,868,018 -97.9% 3.54% $113.4M 2024-07-10 $109.85
2024 Q1 ADDED — — — 48,877,279 +48,850,448 +182067.2% 1.80% $52.3M 2024-04-19 $96.72
2023 Q4 ADDED — — — 26,831 +6,234 +30.3% 0.14% $3.6M 2024-01-29 $118.64
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLD

As of 2026 Q1 — sorted by position size

B&I Capital AG 3Y 14.96% Pensionfund Sabic 3Y 7Y 10.02% Pensionfund PDN 3Y 7Y 9.86% AEW CAPITAL MANAGEMENT L P 3Y 7Y 9.44% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 8.51% Vert Asset Management LLC 3Y 7.44% Merrithew & Thorsten Inc 5.51% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 4.1% Westwind Capital 3Y 7Y 3.36% AMF Tjanstepension AB 3Y 7Y 3.34%

FAQ About Valeo Financial Advisors, 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 Valeo Financial Advisors, LLC reported owning PLD?

Valeo Financial Advisors, LLC reported PLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PLD position in Valeo Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for PLD was 3.91% in 2026 Q1.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2026 Q1, when Valeo Financial Advisors, LLC reported 1,238,632 shares, equal to 3.91% of portfolio, with an estimated market value of $163.7M.

What does the chart on this PLD ownership page compare?

The chart compares Valeo Financial Advisors, 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.

How well did Valeo Financial Advisors, LLC time their PLD position?

Based on 13F filing dates vs. subsequent PLD price moves, Valeo Financial Advisors, LLC correctly timed 13 out of 31 reported position changes (42%). The annualised alpha on PLD relative to SPY over the holding period was -7.5%.

← Back to Valeo Financial Advisors, LLC Holdings