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Beverly Hills Private Wealth’s Prologis PLD Stock Holding History

Beverly Hills Private Wealth’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 		$1.49M Sell
11,260
-945
-8% -$126K 0.25% 107
2025
Q4 		$1.56M Sell
12,205
-320
-3% -$39.9K 0.27% 100
2025
Q3 		$1.43M Sell
12,525
-312
-2% -$34.3K 0.25% 103
2025
Q2 		$1.35M Sell
12,837
-450
-3% -$47.2K 0.25% 103
2025
Q1 		$1.49M Sell
13,287
-320
-2% -$37K 0.29% 91
2024
Q4 		$1.44M Sell
13,607
-650
-5% -$74.7K 0.29% 95
2024
Q3 		$1.8M Sell
14,257
-2,117
-13% -$263K 0.36% 80
2024
Q2 		$1.84M Sell
16,374
-824
-5% -$91.3K 0.4% 68
2024
Q1 		$2.24M Sell
17,198
-1,022
-6% -$134K 0.52% 53
2023
Q4 		$2.43M Sell
18,220
-668
-4% -$75.8K 0.63% 42
2023
Q3 		$2.12M Sell
18,888
-17,063
-47% -$2.09M 0.63% 43
2023
Q2 		$4.39M Buy
35,951
+17,172
+91% +$2.11M 0.72% 39
2023
Q1 		$2.34M Buy
18,779
+2,566
+16% +$315K 0.73% 39
2022
Q4 		$1.83M Buy
+16,213
New +$1.8M 0.8% 39

Other funds holding PLD

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Beverly Hills Private Wealth's PLD Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Prologis (PLD) stake by 7.7% in Q1 2026, selling an estimated $126K and leaving 11,260 shares worth $1.49M. The position accounts for 0.25% of the portfolio, ranked #107.

Beverly Hills Private Wealth first reported a position in PLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.39M in Q2 2023. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Beverly Hills Private Wealth held 11,260 shares of Prologis worth $1.49M as of Q1 2026.
  • Beverly Hills Private Wealth sold 945 Prologis shares in Q1 2026, an estimated $126K.
  • Prologis made up 0.25% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #107 holding.
  • Beverly Hills Private Wealth first reported a position in Prologis in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Prologis position peaked at $4.39M in Q2 2023.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.