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Compass Planning Associates’s Prologis PLD Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-32
Closed -$3.33K – 96
2025
Q2 		$3.33K Hold
32
– – ﹤0.01% 118
2025
Q1 		$3.54K Hold
32
– – ﹤0.01% 121
2024
Q4 		$3.35K Buy
+32
New +$3.68K ﹤0.01% 127

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Compass Planning Associates's PLD Position: Q3 2025 in Review

Compass Planning Associates sold out of Prologis (PLD) in Q3 2025, closing a stake of 32 shares — an estimated $3.33K sold.

Compass Planning Associates first reported a position in PLD in Q4 2024 and held it in 3 quarters. The position peaked at $3.54K in Q1 2025. 1,509 funds tracked by Wall St. Rank hold PLD as of Q3 2025.

  • Compass Planning Associates reported no remaining Prologis position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 32 Prologis shares in Q3 2025, an estimated $3.33K.
  • Compass Planning Associates first reported a position in Prologis in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Prologis position peaked at $3.54K in Q1 2025.
  • 1,509 funds tracked by Wall St. Rank held Prologis as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.