DFG
PLD icon

Demars Financial Group’s Prologis PLD Stock Holding History

Demars Financial Group’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
2023
Q3 		– Sell
-11,566
Closed -$1.42M – 83
2023
Q2 		$1.42M Sell
11,566
-700
-6% -$86.1K 0.79% 31
2023
Q1 		$1.53M Sell
12,266
-1,340
-10% -$165K 0.84% 28
2022
Q4 		$1.53M Buy
13,606
+617
+5% +$68.4K 0.85% 31
2022
Q3 		$1.32M Sell
12,989
-1,626
-11% -$202K 0.78% 35
2022
Q2 		$1.72M Buy
14,615
+592
+4% +$81.8K 0.98% 30
2022
Q1 		$2.26M Sell
14,023
-818
-6% -$125K 1.14% 27
2021
Q4 		$2.5M Sell
14,841
-310
-2% -$46.3K 1.32% 25
2021
Q3 		$1.9M Buy
+15,151
New +$1.97M 1.12% 31

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Demars Financial Group's PLD Position: Q3 2023 in Review

Demars Financial Group sold out of Prologis (PLD) in Q3 2023, closing a stake of 11,566 shares — an estimated $1.42M sold.

Demars Financial Group first reported a position in PLD in Q3 2021 and held it in 8 quarters. The position peaked at $2.5M in Q4 2021. 1,380 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

  • Demars Financial Group reported no remaining Prologis position as of Q3 2023 after selling out during the quarter.
  • Demars Financial Group sold 11,566 Prologis shares in Q3 2023, an estimated $1.42M.
  • Demars Financial Group first reported a position in Prologis in Q3 2021 and held it in 8 quarters.
  • Demars Financial Group's Prologis position peaked at $2.5M in Q4 2021.
  • 1,380 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on Demars Financial Group's 13F filing for Q3 2023, filed 18 Oct 2023.