CWM
PLD icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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