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Avitas Wealth Management’s Prologis PLD Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$3.82M Buy
36,121
+265
+0.7% +$30.5K 0.53% 46
2024
Q3 		$4.53M Buy
35,856
+468
+1% +$58.1K 0.64% 40
2024
Q2 		$3.97M Buy
35,388
+7,366
+26% +$816K 0.58% 41
2024
Q1 		$3.65M Buy
28,022
+422
+2% +$55.1K 0.55% 46
2023
Q4 		$3.68M Buy
27,600
+1,034
+4% +$117K 0.62% 43
2023
Q3 		$2.98M Sell
26,566
-37
-0.1% -$4.53K 0.57% 48
2023
Q2 		$3.26M Buy
26,603
+328
+1% +$40.3K 0.59% 46
2023
Q1 		$3.28M Sell
26,275
-16,317
-38% -$2.01M 0.64% 44
2022
Q4 		$4.8M Buy
42,592
+27,866
+189% +$3.09M 1.01% 28
2022
Q3 		$1.5M Buy
14,726
+206
+1% +$25.5K 0.34% 88
2022
Q2 		$1.71M Buy
14,520
+91
+0.6% +$12.6K 0.37% 87
2022
Q1 		$2.33M Sell
14,429
-11,686
-45% -$1.78M 0.42% 75
2021
Q4 		$4.4M Buy
26,115
+311
+1% +$46.4K 0.74% 55
2021
Q3 		$3.24M Sell
25,804
-441
-2% -$57.2K 0.59% 68
2021
Q2 		$3.14M Buy
26,245
+587
+2% +$68.6K 0.56% 68
2021
Q1 		$2.72M Sell
25,658
-1,705
-6% -$174K 0.53% 72
2020
Q4 		$2.73M Sell
27,363
-27
-0.1% -$2.73K 0.55% 66
2020
Q3 		$2.76M Sell
27,390
-225
-0.8% -$22.5K 0.77% 42
2020
Q2 		$2.58M Sell
27,615
-950
-3% -$84.7K 0.86% 34
2020
Q1 		$2.3M Sell
28,565
-11,799
-29% -$1.03M 1.04% 31
2019
Q4 		$3.6M Buy
40,364
+80
+0.2% +$7.09K 0.92% 37
2019
Q3 		$3.43M Buy
40,284
+634
+2% +$52.4K 0.95% 35
2019
Q2 		$3.18M Sell
39,650
-455
-1% -$34.6K 0.88% 42
2019
Q1 		$2.89M Buy
40,105
+138
+0.3% +$9.41K 0.84% 49
2018
Q4 		$2.35M Sell
39,967
-468
-1% -$30.3K 0.77% 62
2018
Q3 		$2.74M Buy
40,435
+803
+2% +$52.8K 0.78% 57
2018
Q2 		$2.6M Buy
+39,632
New +$2.55M 0.81% 55

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Avitas Wealth Management's PLD Position: Q4 2024 in Review

Avitas Wealth Management increased its Prologis (PLD) stake by 0.74% in Q4 2024, buying an estimated $30.5K and bringing the position to 36,121 shares worth $3.82M. The position accounts for 0.53% of the portfolio, ranked #46.

Avitas Wealth Management first reported a position in PLD in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.8M in Q4 2022. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Avitas Wealth Management held 36,121 shares of Prologis worth $3.82M as of Q4 2024.
  • Avitas Wealth Management bought 265 Prologis shares in Q4 2024, an estimated $30.5K.
  • Prologis made up 0.53% of Avitas Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Avitas Wealth Management first reported a position in Prologis in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Prologis position peaked at $4.8M in Q4 2022.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.