SEC 13F Intelligence

Ibex Wealth Advisors / PLD

Ibex Wealth Advisors’s Prologis Inc. Position

Does Ibex Wealth Advisors own Prologis Inc. (PLD)? Not currently — the last reported position was 62.2K shares worth $14M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q3 2024
Shares
62.2K
% of Portfolio
+3.76%
Quarters Held
23
position exited

Position History PLD

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $6MQ4 ’21: $8MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $4,816Q1 ’23: $5,484Q3 ’23: $4,086Q3 ’23Q4 ’23: $4,643Q1 ’24: $4,816Q2 ’24: $4,535Q2 ’24Q3 ’24: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202462.2K$14M+3.76%
Q2 202440$4,5350.00%
Q1 202442.7K$4,816+1.31%
Q4 202335$4,643+1.01%
Q3 202336.4K$4,086+1.04%
Q1 202344.0K$5,484+1.42%
Q4 202242.7K$4,816+1.09%
Q3 202244.4K$5M+1.17%
Q2 202245.1K$5M+1.22%
Q1 202246.3K$7M+1.43%
Q4 202144.9K$8M+1.34%
Q3 202145.6K$6M+1.10%
Q2 202144.9K$5M+1.07%
Q1 202144.2K$5M+1.15%
Q4 202042.0K$4M+1.09%
Q3 202041.2K$4M+1.20%
Q2 202041.6K$4M+1.25%
Q1 202043.9K$4M+1.37%
Q4 201944.9K$4M+1.23%
Q3 201944.8K$4M+1.27%
Q2 201944.5K$4M+1.03%
Q1 201943.1K$3M+1.09%
Q4 201842.2K$2M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ibex Wealth Advisors’s full portfolio or all institutional holders of PLD.