Marty Whitman
Third Avenue Management
Third Avenue Management Prologis Inc stake
total: 405
Third Avenue Management PLD trades
- Total transactions:
- 27
- New positions:
- 2
- Sold out:
- 1
- Added:
- 6
- Reduced:
- 18
- Held since:
- 2020 Q1
- Held for:
- 26 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Third Avenue Management holds 104,823 Prologis Inc (PLD) shares with a market value of roughly $14.20M accounting for 2.27% of the overall portfolio. Third Avenue Management has held PLD since at least 2013 Q2 with 8,880 shares in our earliest available record. Third Avenue Management later completely sold out the position and invested in Prologis Inc again in 2020 Q1. Since at least 2013 Q2, Third Avenue Management has made 26 more transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $82.44
- Weighted AVG sell price:
- $116.92
Third Avenue Management's historical trades in Prologis Inc
27 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.27%
|
104,823
|
$135.47
|
$14,200,372
|
-16.77% (-21,122)
|
-0.46%
|
|
2026 Q1
|
2.70%
|
125,945
|
$132.18
|
$16,647,410
|
-13.41% (-19,506)
|
-0.47%
|
|
2025 Q4
|
3.37%
|
145,451
|
$127.66
|
$18,568,275
|
+0.04% (+57)
|
+0%
|
|
2025 Q3
|
3.18%
|
145,394
|
$116.48
|
$16,935,493
|
-0.09% (-128)
|
-0%
|
|
2025 Q2
|
3.15%
|
145,522
|
$105.12
|
$15,297,273
|
+12.67% (+16,360)
|
+0.35%
|
|
2025 Q1
|
2.90%
|
129,162
|
$111.79
|
$14,439,020
|
+0.17% (+219)
|
+0%
|
|
2024 Q3
|
2.66%
|
128,943
|
$126.28
|
$16,282,922
|
+0.04% (+54)
|
+0%
|
|
2024 Q2
|
2.48%
|
128,889
|
$112.31
|
$14,475,524
|
+10.31% (+12,043)
|
+0.23%
|
|
2024 Q1
|
2.43%
|
116,846
|
$130.22
|
$15,215,686
|
+0.41% (+473)
|
+0.01%
|
|
2023 Q4
|
2.55%
|
116,373
|
$133.30
|
$15,512,521
|
-5.15% (-6,316)
|
-0.14%
|
|
2023 Q3
|
2.31%
|
$112.13
|
-18.50% (-27,842)
|
|||
|
2023 Q2
|
3.05%
|
$122.63
|
-10.49% (-17,635)
|
|||
|
2023 Q1
|
3.59%
|
$124.77
|
-1.58% (-2,698)
|
|||
|
2022 Q4
|
3.35%
|
$112.73
|
-3.49% (-6,177)
|
|||
|
2022 Q3
|
3.54%
|
$101.60
|
-2.17% (-3,933)
|
|||
|
2022 Q2
|
3.79%
|
$117.65
|
-25.29% (-61,251)
|
|||
|
2022 Q1
|
5.33%
|
$161.48
|
-3.72% (-9,362)
|
|||
|
2021 Q4
|
5.57%
|
$168.36
|
-1.49% (-3,814)
|
|||
|
2021 Q3
|
4.31%
|
$125.43
|
-0.18% (-468)
|
|||
|
2021 Q2
|
4.05%
|
$119.53
|
-6.15% (-16,777)
|
|||
|
2021 Q1
|
3.82%
|
$106.00
|
-13.34% (-41,958)
|
|||
|
2020 Q4
|
4.40%
|
$99.66
|
-9.98% (-34,879)
|
|||
|
2020 Q3
|
4.90%
|
$100.85
|
-4.22% (-15,409)
|
|||
|
2020 Q2
|
4.77%
|
$93.33
|
-1.09% (-4,034)
|
|||
|
2020 Q1
|
4.38%
|
$80.37
|
new
|
|||
|
2015 Q4
|
0.00%
|
$38.85
|
-100% (-8,880)
|
|||
|
2013 Q2
|
0.01%
|
$37.73
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.