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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
Q2 		$118K Sell
873
-172
-16% -$24.4K 0.01% 389
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 $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

Caldwell Trust's PLD Position: Q2 2026 in Review

Caldwell Trust reduced its Prologis (PLD) stake by 16% in Q2 2026, selling an estimated $24.4K and leaving 873 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #389.

Caldwell Trust first reported a position in PLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $208K in Q3 2025. 1,737 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Caldwell Trust held 873 shares of Prologis worth $118K as of Q2 2026.
  • Caldwell Trust sold 172 Prologis shares in Q2 2026, an estimated $24.4K.
  • Prologis made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #389 holding.
  • Caldwell Trust first reported a position in Prologis in Q2 2021 and has held it in 21 quarters since.
  • Caldwell Trust's Prologis position peaked at $208K in Q3 2025.
  • 1,737 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.