Atria Wealth Solutions’s Prologis PLD Stock Holding History

Atria Wealth Solutions’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 Q2	$1.48M	Sell	14,048 -6,560	-32%	-$688K	0.03%	504
2025 Q1	$2.3M	Sell	20,608 -1,077	-5%	-$125K	0.03%	579
2024 Q4	$2.29M	Buy	21,685 +9,105	+72%	+$1.05M	0.03%	599
2024 Q3	$1.59M	Sell	12,580 -5,268	-30%	-$654K	0.02%	725
2024 Q2	$2M	Sell	17,848 -318	-2%	-$35.2K	0.02%	628
2024 Q1	$2.38M	Buy	18,166 +680	+4%	+$88.9K	0.03%	578
2023 Q4	$2.33M	Buy	17,486 +4,345	+33%	+$493K	0.03%	559
2023 Q3	$1.47M	Sell	13,141 -2,719	-17%	-$333K	0.02%	661
2023 Q2	$1.94M	Sell	15,860 -448	-3%	-$55.1K	0.03%	579
2023 Q1	$2.03M	Sell	16,308 -314	-2%	-$38.6K	0.03%	534
2022 Q4	$1.87M	Sell	16,622 -8,526	-34%	-$945K	0.03%	543
2022 Q3	$2.56M	Sell	25,148 -2,532	-9%	-$314K	0.04%	395
2022 Q2	$3.26M	Sell	27,680 -5,743	-17%	-$794K	0.07%	323
2022 Q1	$5.4M	Buy	+33,423	New	+$5.1M	0.09%	234

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return