CWC Advisors’s Prologis PLD Stock Holding History

CWC Advisors’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
2024 Q4	–	Sell	-1,745	Closed	-$220K	–	125
2024 Q3	$220K	Buy	+1,745	New	+$217K	0.22%	110

Other funds holding PLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CWC Advisors's PLD Position: Q4 2024 in Review

CWC Advisors sold out of Prologis (PLD) in Q4 2024, closing a stake of 1,745 shares — an estimated $220K sold.

CWC Advisors first reported a position in PLD in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

CWC Advisors reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
CWC Advisors sold 1,745 Prologis shares in Q4 2024, an estimated $220K.
CWC Advisors first reported a position in Prologis in Q3 2024 and held it in 1 quarter.
CWC Advisors's Prologis position peaked at $220K in Q3 2024.
1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on CWC Advisors's 13F filing for Q4 2024, filed 18 Mar 2025.