EWA
PLD icon

EverSource Wealth Advisors’s Prologis PLD Stock Holding History

EverSource Wealth Advisors’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 		$975K Buy
7,377
+1,270
+21% +$170K 0.03% 388
2025
Q4 		$780K Buy
6,107
+1,000
+20% +$125K 0.03% 398
2025
Q3 		$585K Buy
5,107
+1,550
+44% +$170K 0.02% 444
2025
Q2 		$374K Buy
3,557
+1,555
+78% +$163K 0.02% 565
2025
Q1 		$224K Sell
2,002
-1,251
-38% -$145K 0.01% 616
2024
Q4 		$344K Buy
3,253
+2,264
+229% +$260K 0.02% 464
2024
Q3 		$125K Buy
989
+185
+23% +$23K 0.01% 717
2024
Q2 		$101K Sell
804
-1
-0.1% -$111 0.01% 794
2024
Q1 		$82.2K Buy
805
+39
+5% +$5.1K 0.01% 786
2023
Q4 		$102K Sell
766
-1,684
-69% -$191K 0.01% 632
2023
Q3 		$275K Buy
2,450
+111
+5% +$13.6K 0.03% 330
2023
Q2 		$287K Buy
2,339
+242
+12% +$29.8K 0.03% 319
2023
Q1 		$262K Buy
2,097
+115
+6% +$14.1K 0.03% 326
2022
Q4 		$223K Buy
1,982
+741
+60% +$82.1K 0.03% 335
2022
Q3 		$127K Buy
1,241
+180
+17% +$22.3K 0.03% 374
2022
Q2 		$125K Sell
1,061
-477
-31% -$65.9K 0.03% 326
2022
Q1 		$248K Buy
1,538
+144
+10% +$22K 0.06% 232
2021
Q4 		$235K Buy
+1,394
New +$208K 0.07% 203

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

EverSource Wealth Advisors's PLD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Prologis (PLD) stake by 21% in Q1 2026, buying an estimated $170K and bringing the position to 7,377 shares worth $975K. The position accounts for 0.03% of the portfolio, ranked #388.

EverSource Wealth Advisors first reported a position in PLD in Q4 2021 and has held it in 18 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • EverSource Wealth Advisors held 7,377 shares of Prologis worth $975K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,270 Prologis shares in Q1 2026, an estimated $170K.
  • Prologis made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #388 holding.
  • EverSource Wealth Advisors first reported a position in Prologis in Q4 2021 and has held it in 18 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.