AWA
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Arete Wealth Advisors’s Prologis PLD Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-8,305
Closed -$957K – 654
2025
Q3 		$957K Buy
8,305
+941
+13% +$103K 0.06% 283
2025
Q2 		$774K Buy
7,364
+573
+8% +$60.1K 0.05% 300
2025
Q1 		$759K Buy
6,791
+390
+6% +$45.1K 0.06% 292
2024
Q4 		$676K Buy
6,401
+600
+10% +$69K 0.05% 332
2024
Q3 		$727K Sell
5,801
-155
-3% -$19.2K 0.06% 279
2024
Q2 		$666K Buy
+5,956
New +$660K 0.05% 328
2024
Q1 		– Sell
-6,468
Closed -$862K – 637
2023
Q4 		$862K Buy
6,468
+303
+5% +$34.4K 0.07% 280
2023
Q3 		$692K Buy
6,165
+14
+0.2% +$1.71K 0.12% 186
2023
Q2 		$754K Sell
6,151
-781
-11% -$96.1K 0.07% 273
2023
Q1 		$865K Buy
6,932
+3,774
+120% +$464K 0.07% 237
2022
Q4 		$356K Sell
3,158
-9
-0.3% -$997 0.03% 413
2022
Q3 		$322K Sell
3,167
-1,842
-37% -$228K 0.03% 389
2022
Q2 		$589K Buy
5,009
+339
+7% +$46.9K 0.06% 211
2022
Q1 		$754K Buy
4,670
+688
+17% +$105K 0.06% 220
2021
Q4 		$658K Buy
3,982
+596
+18% +$89K 0.06% 241
2021
Q3 		$425K Buy
3,386
+848
+33% +$110K 0.05% 279
2021
Q2 		$303K Sell
2,538
-123
-5% -$14.4K 0.04% 264
2021
Q1 		$282K Buy
2,661
+324
+14% +$33K 0.04% 331
2020
Q4 		$231K Sell
2,337
-116
-5% -$11.7K 0.03% 357
2020
Q3 		$256K Buy
+2,453
New +$246K 0.04% 313

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arete Wealth Advisors's PLD Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Prologis (PLD) in Q4 2025, closing a stake of 8,305 shares — an estimated $957K sold.

Arete Wealth Advisors first reported a position in PLD in Q3 2020 and held it in 20 quarters. The position peaked at $957K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold PLD as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Prologis position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,305 Prologis shares in Q4 2025, an estimated $957K.
  • Arete Wealth Advisors first reported a position in Prologis in Q3 2020 and held it in 20 quarters.
  • Arete Wealth Advisors's Prologis position peaked at $957K in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held Prologis as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.