SEC 13F Intelligence

Naviter Wealth, LLC / PLD

Naviter Wealth, LLC’s Prologis Inc. Position

Does Naviter Wealth, LLC own Prologis Inc. (PLD)? Yes67.5K shares worth $9M (+1.11% of its 13F portfolio) as of Q1 2026, up from 60.3K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
67.5K
% of Portfolio
+1.11%
Quarters Held
15
currently held

Position History PLD

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $6MQ3 ’23: $5MQ3 ’23Q4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ3 ’24Q4 ’24: $6MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $8MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.5K$9M+1.11%
Q4 202560.3K$8M+1.00%
Q3 202562.8K$7M+0.84%
Q2 202563.9K$7M+0.83%
Q1 202558.6K$7M+0.79%
Q4 202457.5K$6M+0.73%
Q3 202471.5K$9M+1.26%
Q2 202468.4K$8M+1.15%
Q1 202468.8K$9M+1.46%
Q4 202360.2K$8M+1.61%
Q3 202341.5K$5M+1.12%
Q2 202346.0K$6M+1.43%
Q1 202338.4K$5M+1.68%
Q4 202231.2K$4M+1.08%
Q3 202218.3K$2M+0.76%

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