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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
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% -$9.95K 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% -$2.33K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beacon Financial Advisory's PLD Position: Q2 2026 in Review

Beacon Financial Advisory increased its Prologis (PLD) stake by 0.71% in Q2 2026, buying an estimated $3.54K and bringing the position to 3,522 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #256.

Beacon Financial Advisory first reported a position in PLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.48M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Beacon Financial Advisory held 3,522 shares of Prologis worth $477K as of Q2 2026.
  • Beacon Financial Advisory bought 25 Prologis shares in Q2 2026, an estimated $3.54K.
  • Prologis made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #256 holding.
  • Beacon Financial Advisory first reported a position in Prologis in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Prologis position peaked at $1.48M in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.