Cove Private Wealth’s Prologis PLD Stock Holding History

Cove Private Wealth’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 Q3	$753K	Buy	5,797 +267	+5%	+$37.4K	0.13%	111
2026 Q2	$749K	Hold	5,530	–	–	0.14%	109
2026 Q1	$731K	Buy	5,530 +30	+0.5%	+$4.01K	0.17%	101
2025 Q4	$702K	Hold	5,500	–	–	0.21%	92
2025 Q3	$630K	Sell	5,500 -22	-0.4%	-$2.42K	0.2%	94
2025 Q2	$580K	Hold	5,522	–	–	0.2%	94
2025 Q1	$617K	Buy	5,522 +22	+0.4%	+$2.54K	0.32%	80
2024 Q4	$581K	Hold	5,500	–	–	0.35%	63
2024 Q3	$695K	Hold	5,500	–	–	0.54%	50
2024 Q2	$618K	Hold	5,500	–	–	0.49%	50
2024 Q1	$716K	Hold	5,500	–	–	0.61%	47
2023 Q4	$733K	Buy	+5,500	New	+$624K	0.69%	46

Other funds holding PLD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cove Private Wealth's PLD Position: Q3 2026 in Review

Cove Private Wealth increased its Prologis (PLD) stake by 4.8% in Q3 2026, buying an estimated $37.4K and bringing the position to 5,797 shares worth $753K. The position accounts for 0.13% of the portfolio, ranked #111.

Cove Private Wealth first reported a position in PLD in Q4 2023 and has held it in 12 quarters since. 993 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

Cove Private Wealth held 5,797 shares of Prologis worth $753K as of Q3 2026.
Cove Private Wealth bought 267 Prologis shares in Q3 2026, an estimated $37.4K.
Prologis made up 0.13% of Cove Private Wealth's portfolio in Q3 2026, its #111 holding.
Cove Private Wealth first reported a position in Prologis in Q4 2023 and has held it in 12 quarters since.
993 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.