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Everhart Financial Group’s Prologis PLD Stock Holding History

Everhart 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
2026
Q2 		$987K Sell
7,287
-200
-3% -$28.4K 0.06% 174
2026
Q1 		$990K Buy
7,487
+2,143
+40% +$286K 0.08% 174
2025
Q4 		$682K Buy
5,344
+1,112
+26% +$139K 0.06% 216
2025
Q3 		$485K Buy
4,232
+1,403
+50% +$154K 0.05% 252
2025
Q2 		$297K Sell
2,829
-1,075
-28% -$113K 0.03% 287
2025
Q1 		$436K Sell
3,904
-812
-17% -$93.9K 0.06% 231
2024
Q4 		$499K Sell
4,716
-811
-15% -$93.2K 0.1% 191
2024
Q3 		$698K Buy
5,527
+3,110
+129% +$386K 0.15% 150
2024
Q2 		$271K Sell
2,417
-1,466
-38% -$162K 0.07% 237
2024
Q1 		$506K Buy
3,883
+499
+15% +$65.2K 0.15% 145
2023
Q4 		$451K Buy
3,384
+288
+9% +$32.7K 0.16% 126
2023
Q3 		$347K Buy
3,096
+182
+6% +$22.3K 0.15% 135
2023
Q2 		$357K Sell
2,914
-1,997
-41% -$246K 0.15% 136
2023
Q1 		$613K Buy
4,911
+226
+5% +$27.8K 0.27% 72
2022
Q4 		$528K Buy
4,685
+1,555
+50% +$172K 0.27% 81
2022
Q3 		$318K Buy
3,130
+285
+10% +$35.3K 0.18% 116
2022
Q2 		$334K Sell
2,845
-181
-6% -$25K 0.2% 112
2022
Q1 		$488K Buy
3,026
+598
+25% +$91.3K 0.28% 78
2021
Q4 		$408K Buy
2,428
+135
+6% +$20.1K 0.25% 78
2021
Q3 		$288K Buy
+2,293
New +$298K 0.2% 87

Other funds holding PLD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's PLD Position: Q2 2026 in Review

Everhart Financial Group reduced its Prologis (PLD) stake by 2.7% in Q2 2026, selling an estimated $28.4K and leaving 7,287 shares worth $987K. The position accounts for 0.06% of the portfolio, ranked #174.

Everhart Financial Group first reported a position in PLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $990K in Q1 2026. 285 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Everhart Financial Group held 7,287 shares of Prologis worth $987K as of Q2 2026.
  • Everhart Financial Group sold 200 Prologis shares in Q2 2026, an estimated $28.4K.
  • Prologis made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #174 holding.
  • Everhart Financial Group first reported a position in Prologis in Q3 2021 and has held it in 20 quarters since.
  • Everhart Financial Group's Prologis position peaked at $990K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.