Chris Davis's PLD Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 180,126 shares of Prologis, Inc. (PLD) worth $22.99 M, representing 0.10% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in PLD, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 431,903 shares. Largest reduction occurred in Q2 2014, reducing 431,903 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Prologis (PLD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Prologis (PLD) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -18,040 | Reduce 9.10% | 180,126 | $127.66 |
| Q3 2025 | +68,940 | Add 53.35% | 198,166 | $114.52 |
| Q2 2025 | -42,530 | Reduce 24.76% | 129,226 | $105.12 |
| Q1 2025 | -7,340 | Reduce 4.10% | 171,756 | $111.79 |
| Q4 2024 | -67,750 | Reduce 27.45% | 179,096 | $105.70 |
| Q3 2024 | +246,846 | New Buy | 246,846 | $126.28 |
| Q2 2024 | -181,256 | Sold Out | 0 | $0.00 |
| Q1 2024 | -9,340 | Reduce 4.90% | 181,256 | $130.22 |
| Q4 2023 | -19,600 | Reduce 9.32% | 190,596 | $133.30 |
| Q2 2023 | -31,050 | Reduce 12.87% | 210,196 | $122.63 |
| Q1 2023 | +1,800 | Add 0.75% | 241,246 | $124.77 |
| Q4 2022 | +21,924 | Add 10.08% | 239,446 | $112.73 |
| Q2 2022 | +6,100 | Add 2.89% | 217,522 | $117.65 |
| Q1 2022 | -12,860 | Reduce 5.73% | 211,422 | $161.48 |
| Q4 2021 | -42,370 | Reduce 15.89% | 224,282 | $168.36 |
| Q3 2021 | -41,770 | Reduce 13.54% | 266,652 | $125.43 |
| Q2 2021 | -6,980 | Reduce 2.21% | 308,422 | $119.53 |
| Q1 2021 | +980 | Add 0.31% | 315,402 | $106.00 |
| Q3 2020 | +3,740 | Add 1.20% | 314,422 | $100.62 |
| Q2 2020 | +13,010 | Add 4.37% | 310,682 | $93.33 |
| Q1 2020 | -54,686 | Reduce 15.52% | 297,672 | $80.37 |
| Q4 2019 | -520 | Reduce 0.15% | 352,358 | $89.14 |
| Q3 2019 | +12,850 | Add 3.78% | 352,878 | $85.22 |
| Q2 2019 | -7,970 | Reduce 2.29% | 340,028 | $80.10 |
| Q1 2019 | -3,700 | Reduce 1.05% | 347,998 | $71.95 |
| Q4 2018 | +6,601 | Add 1.91% | 351,698 | $58.72 |
| Q3 2018 | +31,418 | Add 10.02% | 345,097 | $67.79 |
| Q2 2018 | +7,983 | Add 2.61% | 313,679 | $65.69 |
| Q1 2018 | +40,936 | Add 15.46% | 305,696 | $62.99 |
| Q4 2017 | +1,230 | Add 0.47% | 264,760 | $64.51 |
| Q3 2017 | -420 | Reduce 0.16% | 263,530 | $63.46 |
| Q2 2017 | -107,334 | Reduce 28.91% | 263,950 | $58.64 |
| Q1 2017 | +1,557 | Add 0.42% | 371,284 | $51.88 |
| Q4 2016 | +369,727 | New Buy | 369,727 | $52.79 |
| Q1 2016 | -385,470 | Sold Out | 0 | $0.00 |
| Q4 2015 | +110 | Add 0.03% | 385,470 | $42.92 |
| Q3 2015 | -286,375 | Reduce 42.63% | 385,360 | $38.90 |
| Q2 2015 | +68,707 | Add 11.39% | 671,735 | $37.10 |
| Q1 2015 | +407,143 | Add 207.85% | 603,028 | $43.56 |
| Q4 2014 | -2,600 | Reduce 1.31% | 195,885 | $43.03 |
| Q3 2014 | +198,485 | New Buy | 198,485 | $37.70 |
| Q2 2014 | -431,903 | Sold Out | 0 | $0.00 |
| Q1 2014 | +431,903 | New Buy | 431,903 | $40.83 |
| Q4 2013 | -133,573 | Sold Out | 0 | $0.00 |
| Q3 2013 | +133,573 | New Buy | 133,573 | $37.62 |
Chris Davis's Prologis Investment FAQs
Chris Davis first purchased Prologis, Inc. (PLD) in Q3 2013, acquiring 133,573 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Prologis, Inc. (PLD) for 48 quarters since Q3 2013.
Chris Davis's largest addition to Prologis, Inc. (PLD) was in Q1 2014, adding 431,903 shares worth $17.64 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 180,126 shares of Prologis, Inc. (PLD), valued at approximately $22.99 M.
As of the Q4 2025 filing, Prologis, Inc. (PLD) represents approximately 0.10% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in Prologis, Inc. (PLD) was 671,735 shares, as reported at the end of Q2 2015.