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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 0.06% 323
2022
Q1 		$5.4M Buy
+33,423
New +$5.1M 0.09% 234

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's PLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Prologis (PLD) stake by 32% in Q2 2025, selling an estimated $688K and leaving 14,048 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #504.

Atria Wealth Solutions first reported a position in PLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.4M in Q1 2022. 1,492 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

  • Atria Wealth Solutions held 14,048 shares of Prologis worth $1.48M as of Q2 2025.
  • Atria Wealth Solutions sold 6,560 Prologis shares in Q2 2025, an estimated $688K.
  • Prologis made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #504 holding.
  • Atria Wealth Solutions first reported a position in Prologis in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Prologis position peaked at $5.4M in Q1 2022.
  • 1,492 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.