BHWA
PLD icon

Beacon Harbor Wealth Advisors’s Prologis PLD Stock Holding History

Beacon Harbor Wealth Advisors’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 		$8.75M Buy
60,492
+994
+2% +$141K 1.7% 18
2026
Q1 		$7.86M Buy
59,498
+951
+2% +$127K 1.65% 28
2025
Q4 		$7.47M Buy
58,547
+429
+0.7% +$53.5K 1.66% 24
2025
Q3 		$6.66M Buy
58,118
+1,664
+3% +$183K 1.56% 24
2025
Q2 		$5.93M Sell
56,454
-4,870
-8% -$511K 1.48% 33
2025
Q1 		$6.86M Sell
61,324
-1,734
-3% -$201K 1.59% 26
2024
Q4 		$6.67M Buy
63,058
+2,218
+4% +$255K 1.55% 25
2024
Q3 		$7.68M Sell
60,840
-235
-0.4% -$29.2K 1.83% 16
2024
Q2 		$6.86M Buy
+61,075
New +$6.77M 1.78% 18

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 Harbor Wealth Advisors's PLD Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its Prologis (PLD) stake by 1.7% in Q2 2026, buying an estimated $141K and bringing the position to 60,492 shares worth $8.75M. The position accounts for 1.7% of the portfolio, ranked #18.

Beacon Harbor Wealth Advisors first reported a position in PLD in Q2 2024 and has held it in 9 quarters since. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 60,492 shares of Prologis worth $8.75M as of Q2 2026.
  • Beacon Harbor Wealth Advisors bought 994 Prologis shares in Q2 2026, an estimated $141K.
  • Prologis made up 1.7% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Prologis in Q2 2024 and has held it in 9 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.