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 Q2	$519K	Sell	3,834 -7,426	-66%	-$1.05M	0.1%	154
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beverly Hills Private Wealth's PLD Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Prologis (PLD) stake by 66% in Q2 2026, selling an estimated $1.05M and leaving 3,834 shares worth $519K. The position accounts for 0.1% of the portfolio, ranked #154.

Beverly Hills Private Wealth first reported a position in PLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.39M in Q2 2023. 1,740 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Beverly Hills Private Wealth held 3,834 shares of Prologis worth $519K as of Q2 2026.
Beverly Hills Private Wealth sold 7,426 Prologis shares in Q2 2026, an estimated $1.05M.
Prologis made up 0.1% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #154 holding.
Beverly Hills Private Wealth first reported a position in Prologis in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's Prologis position peaked at $4.39M in Q2 2023.
1,740 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.