AAS
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Avantax Advisory Services’s Prologis PLD Stock Holding History

Avantax Advisory Services’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 		$5.77M Buy
54,855
+2,137
+4% +$224K 0.03% 411
2025
Q1 		$5.89M Buy
52,718
+8,127
+18% +$940K 0.04% 371
2024
Q4 		$4.71M Sell
44,591
-9,995
-18% -$1.15M 0.03% 413
2024
Q3 		$6.89M Buy
54,586
+1,854
+4% +$230K 0.05% 316
2024
Q2 		$5.92M Buy
52,732
+40,260
+323% +$4.46M 0.04% 327
2024
Q1 		$1.62M Sell
12,472
-22
-0.2% -$2.88K 0.01% 597
2023
Q4 		$1.67M Sell
12,494
-4,559
-27% -$518K 0.02% 557
2023
Q3 		$1.91M Buy
17,053
+3,177
+23% +$389K 0.02% 473
2023
Q2 		$1.7M Buy
13,876
+960
+7% +$118K 0.02% 507
2023
Q1 		$1.61M Buy
12,916
+1,884
+17% +$232K 0.02% 507
2022
Q4 		$1.24M Buy
11,032
+4,194
+61% +$465K 0.02% 552
2022
Q3 		$695K Buy
6,838
+192
+3% +$23.8K 0.01% 657
2022
Q2 		$782K Buy
6,646
+208
+3% +$28.8K 0.01% 628
2022
Q1 		$1.04M Sell
6,438
-429
-6% -$65.5K 0.01% 536
2021
Q4 		$1.16M Sell
6,867
-1,206
-15% -$180K 0.02% 497
2021
Q3 		$1.01M Sell
8,073
-325
-4% -$42.2K 0.02% 482
2021
Q2 		$1M Buy
8,398
+729
+10% +$85.2K 0.02% 472
2021
Q1 		$813K Buy
7,669
+3,911
+104% +$399K 0.02% 478
2020
Q4 		$375K Sell
3,758
-2,964
-44% -$300K 0.01% 648
2020
Q3 		$678K Buy
6,722
+3,447
+105% +$345K 0.01% 690
2020
Q2 		$307K Sell
3,275
-44
-1% -$3.92K 0.01% 627
2020
Q1 		$267K Buy
+3,319
New +$290K 0.01% 620

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
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

Avantax Advisory Services's PLD Position: Q2 2025 in Review

Avantax Advisory Services increased its Prologis (PLD) stake by 4.1% in Q2 2025, buying an estimated $224K and bringing the position to 54,855 shares worth $5.77M. The position accounts for 0.03% of the portfolio, ranked #411.

Avantax Advisory Services first reported a position in PLD in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.89M in Q3 2024. 1,489 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

  • Avantax Advisory Services held 54,855 shares of Prologis worth $5.77M as of Q2 2025.
  • Avantax Advisory Services bought 2,137 Prologis shares in Q2 2025, an estimated $224K.
  • Prologis made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #411 holding.
  • Avantax Advisory Services first reported a position in Prologis in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's Prologis position peaked at $6.89M in Q3 2024.
  • 1,489 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.