EWM
PLD icon

Executive Wealth Management’s Prologis PLD Stock Holding History

Executive Wealth Management’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
2024
Q4 		$10.1M Buy
95,393
+3,841
+4% +$441K 0.79% 32
2024
Q3 		$11.6M Sell
91,552
-561
-0.6% -$69.6K 0.91% 26
2024
Q2 		$10.3M Buy
92,113
+10,732
+13% +$1.19M 1.9% 15
2024
Q1 		$10.4M Buy
81,381
+66,397
+443% +$8.68M 0.91% 28
2023
Q4 		$2M Buy
14,984
+1,359
+10% +$154K 0.19% 101
2023
Q3 		$1.53M Buy
13,625
+4,383
+47% +$536K 0.16% 103
2023
Q2 		$1.13M Buy
+9,242
New +$1.14M 0.12% 118

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Executive Wealth Management's PLD Position: Q4 2024 in Review

Executive Wealth Management increased its Prologis (PLD) stake by 4.2% in Q4 2024, buying an estimated $441K and bringing the position to 95,393 shares worth $10.1M. The position accounts for 0.79% of the portfolio, ranked #32.

Executive Wealth Management first reported a position in PLD in Q2 2023 and has held it in 7 quarters since. The position peaked at $11.6M in Q3 2024. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Executive Wealth Management held 95,393 shares of Prologis worth $10.1M as of Q4 2024.
  • Executive Wealth Management bought 3,841 Prologis shares in Q4 2024, an estimated $441K.
  • Prologis made up 0.79% of Executive Wealth Management's portfolio in Q4 2024, its #32 holding.
  • Executive Wealth Management first reported a position in Prologis in Q2 2023 and has held it in 7 quarters since.
  • Executive Wealth Management's Prologis position peaked at $11.6M in Q3 2024.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.