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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
Q2 		$9.17M Buy
67,669
+1,735
+3% +$246K 0.43% 78
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cyndeo Wealth Partners's PLD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Prologis (PLD) stake by 2.6% in Q2 2026, buying an estimated $246K and bringing the position to 67,669 shares worth $9.17M. The position accounts for 0.43% of the portfolio, ranked #78.

Cyndeo Wealth Partners first reported a position in PLD in Q1 2023 and has held it in 14 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Cyndeo Wealth Partners held 67,669 shares of Prologis worth $9.17M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,735 Prologis shares in Q2 2026, an estimated $246K.
  • Prologis made up 0.43% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Cyndeo Wealth Partners first reported a position in Prologis in Q1 2023 and has held it in 14 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.