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Beaumont Financial Advisors’s Prologis PLD Stock Holding History

Beaumont Financial 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
Q1 		$264K Buy
1,994
+10
+0.5% +$1.34K 0.02% 317
2025
Q4 		$253K Sell
1,984
-3
-0.2% -$374 0.02% 322
2025
Q3 		$228K Sell
1,987
-144
-7% -$15.8K 0.02% 368
2025
Q2 		$224K Buy
2,131
+41
+2% +$4.3K 0.02% 346
2025
Q1 		$234K Buy
2,090
+63
+3% +$7.29K 0.02% 329
2024
Q4 		$214K Sell
2,027
-17
-0.8% -$1.95K 0.02% 346
2024
Q3 		$258K Buy
2,044
+47
+2% +$5.83K 0.02% 295
2024
Q2 		$224K Sell
1,997
-19
-0.9% -$2.1K 0.02% 328
2024
Q1 		$263K Buy
2,016
+73
+4% +$9.54K 0.02% 298
2023
Q4 		$259K Sell
1,943
-33
-2% -$3.75K 0.02% 288
2023
Q3 		$222K Buy
1,976
+16
+0.8% +$1.96K 0.02% 297
2023
Q2 		$240K Buy
1,960
+97
+5% +$11.9K 0.02% 300
2023
Q1 		$232K Hold
1,863
– – 0.02% 285
2022
Q4 		$210K Buy
+1,863
New +$206K 0.02% 302
2022
Q3 		– Sell
-1,827
Closed -$215K – 319
2022
Q2 		$215K Buy
1,827
+9
+0.5% +$1.24K 0.02% 287
2022
Q1 		$294K Buy
1,818
+25
+1% +$3.81K 0.02% 282
2021
Q4 		$302K Hold
1,793
– – 0.02% 271
2021
Q3 		$225K Hold
1,793
– – 0.02% 326
2021
Q2 		$214K Buy
+1,793
New +$210K 0.02% 350

Other funds holding PLD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.47T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return