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Cherry Tree Wealth Management’s Prologis PLD Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-82
Closed -$9.17K – 716
2025
Q1 		$9.17K Buy
82
+66
+413% +$7.64K ﹤0.01% 439
2024
Q4 		$1.69K Hold
16
– – ﹤0.01% 545
2024
Q3 		$2.02K Hold
16
– – ﹤0.01% 535
2024
Q2 		$1.8K Hold
16
– – ﹤0.01% 521
2024
Q1 		$2.08K Hold
16
– – ﹤0.01% 507
2023
Q4 		$2.13K Hold
16
– – ﹤0.01% 500
2023
Q3 		$1.8K Sell
16
-290
-95% -$35.5K ﹤0.01% 494
2023
Q2 		$37.5K Buy
+306
New +$37.6K 0.01% 244

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cherry Tree Wealth Management's PLD Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Prologis (PLD) in Q2 2025, closing a stake of 82 shares — an estimated $9.17K sold.

Cherry Tree Wealth Management first reported a position in PLD in Q2 2023 and held it in 8 quarters. The position peaked at $37.5K in Q2 2023. 1,489 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Prologis position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 82 Prologis shares in Q2 2025, an estimated $9.17K.
  • Cherry Tree Wealth Management first reported a position in Prologis in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's Prologis position peaked at $37.5K in Q2 2023.
  • 1,489 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.