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CARLSON FINANCIAL, INC.’s Prologis PLD Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$375K Buy
2,763
+13
+0.5% +$1.84K 0.19% 118
2026
Q1 		$363K Buy
2,750
+17
+0.6% +$2.27K 0.21% 112
2025
Q4 		$349K Buy
+2,733
New +$341K 0.2% 118

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s PLD Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Prologis (PLD) stake by 0.47% in Q2 2026, buying an estimated $1.84K and bringing the position to 2,763 shares worth $375K. The position accounts for 0.19% of the portfolio, ranked #118.

CARLSON FINANCIAL, INC. first reported a position in PLD in Q4 2025 and has held it in 3 quarters since. 1,729 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 2,763 shares of Prologis worth $375K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 13 Prologis shares in Q2 2026, an estimated $1.84K.
  • Prologis made up 0.19% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #118 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Prologis in Q4 2025 and has held it in 3 quarters since.
  • 1,729 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.