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Cyndeo Wealth Partners’s Prologis PLD Stock Holding History

Cyndeo 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
Q1 		$8.72M Buy
65,934
+7,154
+12% +$956K 0.46% 74
2025
Q4 		$7.5M Buy
58,780
+2,019
+4% +$252K 0.4% 71
2025
Q3 		$6.5M Sell
56,761
-551
-1% -$60.6K 0.36% 79
2025
Q2 		$6.02M Buy
57,312
+1,524
+3% +$160K 0.36% 83
2025
Q1 		$6.24M Buy
55,788
+861
+2% +$99.6K 0.41% 80
2024
Q4 		$5.81M Buy
54,927
+2,305
+4% +$265K 0.39% 82
2024
Q3 		$6.65M Buy
52,622
+9,769
+23% +$1.21M 0.46% 69
2024
Q2 		$4.81M Buy
42,853
+3,438
+9% +$381K 0.38% 78
2024
Q1 		$5.13M Sell
39,415
-2,590
-6% -$338K 0.43% 75
2023
Q4 		$5.6M Buy
42,005
+11,882
+39% +$1.35M 0.52% 52
2023
Q3 		$3.38M Sell
30,123
-662
-2% -$81K 0.35% 92
2023
Q2 		$3.78M Buy
30,785
+12,892
+72% +$1.59M 0.39% 86
2023
Q1 		$2.23M Buy
+17,893
New +$2.2M 0.24% 118

Other funds holding PLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cyndeo Wealth Partners's PLD Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Prologis (PLD) stake by 12% in Q1 2026, buying an estimated $956K and bringing the position to 65,934 shares worth $8.72M. The position accounts for 0.46% of the portfolio, ranked #74.

Cyndeo Wealth Partners first reported a position in PLD in Q1 2023 and has held it in 13 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Cyndeo Wealth Partners held 65,934 shares of Prologis worth $8.72M as of Q1 2026.
  • Cyndeo Wealth Partners bought 7,154 Prologis shares in Q1 2026, an estimated $956K.
  • Prologis made up 0.46% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Cyndeo Wealth Partners first reported a position in Prologis in Q1 2023 and has held it in 13 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.