Exencial Wealth Advisors’s Prologis PLD Stock Holding History

Exencial 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	$218K	Sell	1,650 -554	-25%	-$74K	0.01%	540
2025 Q4	$281K	Buy	2,204 +254	+13%	+$31.7K	0.01%	479
2025 Q3	$223K	Buy	+1,950	New	+$214K	0.01%	498
2025 Q2	–	Sell	-2,210	Closed	-$247K	–	513
2025 Q1	$247K	Buy	2,210 +107	+5%	+$12.4K	0.01%	454
2024 Q4	$222K	Sell	2,103 -412	-16%	-$47.4K	0.01%	475
2024 Q3	$318K	Buy	2,515 +52	+2%	+$6.45K	0.01%	426
2024 Q2	$277K	Sell	2,463 -22	-0.9%	-$2.44K	0.01%	438
2024 Q1	$324K	Sell	2,485 -109	-4%	-$14.2K	0.01%	424
2023 Q4	$346K	Buy	+2,594	New	+$294K	0.01%	407
2022 Q2	–	Sell	-1,468	Closed	-$237K	–	456
2022 Q1	$237K	Sell	1,468 -573	-28%	-$87.4K	0.01%	399
2021 Q4	$344K	Buy	2,041 +408	+25%	+$60.9K	0.02%	363
2021 Q3	$205K	Buy	+1,633	New	+$212K	0.01%	312

Other funds holding PLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its Prologis (PLD) stake by 25% in Q1 2026, selling an estimated $74K and leaving 1,650 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #540.

Exencial Wealth Advisors first reported a position in PLD in Q3 2021 and has held it in 12 quarters since. The position peaked at $346K in Q4 2023. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Exencial Wealth Advisors held 1,650 shares of Prologis worth $218K as of Q1 2026.
Exencial Wealth Advisors sold 554 Prologis shares in Q1 2026, an estimated $74K.
Prologis made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #540 holding.
Exencial Wealth Advisors first reported a position in Prologis in Q3 2021 and has held it in 12 quarters since.
Exencial Wealth Advisors's Prologis position peaked at $346K in Q4 2023.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.