Beacon Financial Advisory
PLD icon

Beacon Financial Advisory’s Prologis PLD Stock Holding History

Beacon Financial Advisory’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
2026
Q3 		$455K Sell
3,508
-14
-0.4% -$1.96K 0.09% 271
2026
Q2 		$477K Buy
3,522
+25
+0.7% +$3.54K 0.09% 256
2026
Q1 		$462K Sell
3,497
-8,073
-70% -$1.08M 0.1% 239
2025
Q4 		$1.48M Sell
11,570
-230
-2% -$28.7K 0.34% 69
2025
Q3 		$1.35M Buy
11,800
+7,559
+178% +$831K 0.31% 80
2025
Q2 		$446K Buy
4,241
+1,149
+37% +$121K 0.12% 218
2025
Q1 		$346K Sell
3,092
-86
-3% -$9.9K 0.1% 219
2024
Q4 		$336K Buy
3,178
+45
+1% +$5.17K 0.11% 207
2024
Q3 		$396K Buy
3,133
+544
+21% +$67.5K 0.13% 184
2024
Q2 		$291K Buy
+2,589
New +$287K 0.11% 215
2024
Q1 		– Sell
-4,135
Closed -$551K – 271
2023
Q4 		$551K Buy
4,135
+5
+0.1% +$568 0.27% 111
2023
Q3 		$463K Buy
4,130
+90
+2% +$11K 0.26% 119
2023
Q2 		$495K Sell
4,040
-78
-2% -$9.6K 0.28% 113
2023
Q1 		$514K Sell
4,118
-19
-0.5% -$2.34K 0.33% 104
2022
Q4 		$466K Buy
4,137
+219
+6% +$24.3K 0.33% 105
2022
Q3 		$398K Sell
3,918
-40
-1% -$4.96K 0.28% 115
2022
Q2 		$466K Buy
3,958
+194
+5% +$26.8K 0.27% 123
2022
Q1 		$608K Buy
3,764
+38
+1% +$5.8K 0.29% 106
2021
Q4 		$627K Buy
3,726
+14
+0.4% +$2.09K 0.29% 109
2021
Q3 		$466K Buy
3,712
+7
+0.2% +$908 0.24% 126
2021
Q2 		$443K Buy
3,705
+12
+0.3% +$1.4K 0.24% 135
2021
Q1 		$391K Sell
3,693
-1
-0% -$102 0.22% 135
2020
Q4 		$368K Buy
3,694
+55
+2% +$5.56K 0.24% 126
2020
Q3 		$366K Buy
3,639
+13
+0.4% +$1.3K 0.32% 111
2020
Q2 		$338K Sell
3,626
-1,537
-30% -$137K 0.37% 93
2020
Q1 		$414K Buy
5,163
+2,692
+109% +$235K 0.53% 63
2019
Q4 		$220K Buy
+2,471
New +$219K 0.19% 142

Other funds holding PLD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Beacon Financial Advisory's PLD Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Prologis (PLD) stake by 0.4% in Q3 2026, selling an estimated $1.96K and leaving 3,508 shares worth $455K. The position accounts for 0.09% of the portfolio, ranked #271.

Beacon Financial Advisory first reported a position in PLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.48M in Q4 2025. 1,467 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Beacon Financial Advisory held 3,508 shares of Prologis worth $455K as of Q3 2026.
  • Beacon Financial Advisory sold 14 Prologis shares in Q3 2026, an estimated $1.96K.
  • Prologis made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #271 holding.
  • Beacon Financial Advisory first reported a position in Prologis in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's Prologis position peaked at $1.48M in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.