Congress Wealth Management’s Prologis PLD Stock Holding History

Congress 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	$2.42M	Buy	23,054 +135	+0.6%	+$14.2K	0.02%	527
2025 Q1	$2.56M	Buy	22,919 +1,989	+10%	+$230K	0.03%	445
2024 Q4	$2.21M	Buy	20,930 +1,449	+7%	+$167K	0.03%	397
2024 Q3	$2.46M	Buy	+19,481	New	+$2.42M	0.03%	390
2024 Q2	–	Sell	-5,843	Closed	-$761K	–	734
2024 Q1	$761K	Buy	+5,843	New	+$763K	0.01%	399
2023 Q4	–	Sell	-7,114	Closed	-$798K	–	655
2023 Q3	$798K	Sell	7,114 -438	-6%	-$53.6K	0.02%	398
2023 Q2	$926K	Buy	7,552 +5,887	+354%	+$724K	0.02%	348
2023 Q1	$208K	Buy	+1,665	New	+$205K	0.01%	535
2022 Q2	–	Sell	-1,286	Closed	-$208K	–	603
2022 Q1	$208K	Buy	+1,286	New	+$196K	﹤0.01%	575

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's PLD Position: Q2 2025 in Review

Congress Wealth Management increased its Prologis (PLD) stake by 0.59% in Q2 2025, buying an estimated $14.2K and bringing the position to 23,054 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #527.

Congress Wealth Management first reported a position in PLD in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.56M in Q1 2025. 1,492 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

Congress Wealth Management held 23,054 shares of Prologis worth $2.42M as of Q2 2025.
Congress Wealth Management bought 135 Prologis shares in Q2 2025, an estimated $14.2K.
Prologis made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #527 holding.
Congress Wealth Management first reported a position in Prologis in Q1 2022 and has held it in 9 quarters since.
Congress Wealth Management's Prologis position peaked at $2.56M in Q1 2025.
1,492 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

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