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Concord Wealth Partners’s Prologis PLD Stock Holding History

Concord Wealth Partners’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 		$92.8K Buy
+685
New +$97.1K 0.01% 296
2026
Q1 		– Sell
-685
Closed -$87.4K – 630
2025
Q4 		$87.4K Sell
685
-35
-5% -$4.36K 0.01% 268
2025
Q3 		$82.5K Hold
720
– – 0.01% 276
2025
Q2 		$75.7K Hold
720
– – 0.01% 292
2025
Q1 		$80.5K Sell
720
-144
-17% -$16.7K 0.01% 266
2024
Q4 		$91.4K Buy
864
+1
+0.1% +$115 0.02% 257
2024
Q3 		$109K Sell
863
-26
-3% -$3.23K 0.02% 252
2024
Q2 		$99.8K Sell
889
-80
-8% -$8.86K 0.02% 243
2024
Q1 		$126K Buy
969
+1
+0.1% +$131 0.02% 248
2023
Q4 		$129K Sell
968
-67
-6% -$7.61K 0.03% 251
2023
Q3 		$116K Buy
1,035
+79
+8% +$9.66K 0.02% 265
2023
Q2 		$117K Buy
956
+36
+4% +$4.43K 0.03% 259
2023
Q1 		$115K Buy
920
+112
+14% +$13.8K 0.03% 234
2022
Q4 		$91.1K Buy
+808
New +$89.5K 0.03% 276
2022
Q3 		– Sell
-688
Closed -$81K – 860
2022
Q2 		$81K Buy
688
+27
+4% +$3.73K 0.02% 291
2022
Q1 		$107K Buy
661
+16
+2% +$2.44K 0.03% 291
2021
Q4 		$109K Buy
645
+634
+5,764% +$94.6K 0.03% 296
2021
Q3 		$1K Sell
11
-634
-98% -$82.3K ﹤0.01% 855
2021
Q2 		$77K Hold
645
– – 0.02% 278
2021
Q1 		$68K Buy
645
+11
+2% +$1.12K 0.02% 282
2020
Q4 		$63K Buy
+634
New +$64.1K 0.05% 179

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

Concord Wealth Partners's PLD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Prologis (PLD) in Q2 2026: 685 shares worth $92.8K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PLD as recently as Q4 2025.

Concord Wealth Partners first reported a position in PLD in Q4 2020 and has held it in 21 quarters since. The position peaked at $129K in Q4 2023. 1,726 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Concord Wealth Partners held 685 shares of Prologis worth $92.8K as of Q2 2026.
  • Prologis was a new Concord Wealth Partners position in Q2 2026.
  • Prologis made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #296 holding.
  • Concord Wealth Partners first reported a position in Prologis in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Prologis position peaked at $129K in Q4 2023.
  • 1,726 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.