EPW
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Evergreen Private Wealth’s Prologis PLD Stock Holding History

Evergreen 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
Q1 		$3.99M Sell
30,205
-813
-3% -$109K 1.61% 29
2025
Q4 		$3.96M Buy
31,018
+2,872
+10% +$358K 1.56% 28
2025
Q3 		$3.22M Buy
28,146
+45
+0.2% +$4.95K 1.31% 34
2025
Q2 		$2.95M Buy
28,101
+3,105
+12% +$326K 1.24% 36
2025
Q1 		$2.79M Buy
24,996
+1,018
+4% +$118K 1.31% 36
2024
Q4 		$2.53M Sell
23,978
-73
-0.3% -$8.39K 1.19% 36
2024
Q3 		$3.04M Buy
24,051
+11,945
+99% +$1.48M 1.41% 31
2024
Q2 		$1.36M Buy
12,106
+316
+3% +$35K 0.67% 45
2024
Q1 		$1.54M Buy
11,790
+2,760
+31% +$361K 0.77% 42
2023
Q4 		$1.2M Buy
+9,030
New +$1.03M 0.65% 44

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