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Caldwell Trust’s Prologis PLD Stock Holding History

Caldwell Trust’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 		$138K Buy
1,045
+31
+3% +$4.14K 0.01% 371
2025
Q4 		$129K Sell
1,014
-803
-44% -$100K 0.01% 371
2025
Q3 		$208K Buy
1,817
+1,082
+147% +$119K 0.02% 316
2025
Q2 		$77.3K Sell
735
-118
-14% -$12.4K 0.01% 402
2025
Q1 		$95.4K Buy
853
+118
+16% +$13.7K 0.01% 384
2024
Q4 		$77.7K Hold
735
– – 0.01% 407
2024
Q3 		$92.8K Buy
735
+171
+30% +$21.2K 0.01% 387
2024
Q2 		$63.3K Hold
564
– – 0.01% 430
2024
Q1 		$73.4K Buy
564
+49
+10% +$6.4K 0.01% 413
2023
Q4 		$68.7K Sell
515
-52
-9% -$5.9K 0.01% 410
2023
Q3 		$63.6K Sell
567
-44
-7% -$5.38K 0.01% 406
2023
Q2 		$74.9K Buy
611
+161
+36% +$19.8K 0.01% 397
2023
Q1 		$56.1K Hold
450
– – 0.01% 421
2022
Q4 		$50.7K Sell
450
-221
-33% -$24.5K 0.01% 424
2022
Q3 		$68.2K Buy
671
+221
+49% +$27.4K 0.01% 385
2022
Q2 		$52.9K Hold
450
– – 0.01% 436
2022
Q1 		$72.7K Sell
450
-50
-10% -$7.63K 0.01% 403
2021
Q4 		$84.2K Hold
500
– – 0.01% 388
2021
Q3 		$62.7K Hold
500
– – 0.01% 416
2021
Q2 		$59.8K Buy
+500
New +$58.4K 0.01% 424

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

Caldwell Trust's PLD Position: Q1 2026 in Review

Caldwell Trust increased its Prologis (PLD) stake by 3.1% in Q1 2026, buying an estimated $4.14K and bringing the position to 1,045 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #371.

Caldwell Trust first reported a position in PLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $208K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Caldwell Trust held 1,045 shares of Prologis worth $138K as of Q1 2026.
  • Caldwell Trust bought 31 Prologis shares in Q1 2026, an estimated $4.14K.
  • Prologis made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #371 holding.
  • Caldwell Trust first reported a position in Prologis in Q2 2021 and has held it in 20 quarters since.
  • Caldwell Trust's Prologis position peaked at $208K in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.