Family Wealth Partners’s Prologis PLD Stock Holding History

Family Wealth Partners’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	$612K	Buy	4,520 +905	+25%	+$128K	0.19%	57
2026 Q1	$477K	Sell	3,615 -88	-2%	-$11.8K	0.16%	59
2025 Q4	$473K	Buy	3,703 +113	+3%	+$14.1K	0.17%	55
2025 Q3	$411K	Buy	3,590 +1,164	+48%	+$128K	0.15%	58
2025 Q2	$255K	Buy	+2,426	New	+$254K	0.1%	59

Other funds holding PLD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Family Wealth Partners's PLD Position: Q2 2026 in Review

Family Wealth Partners increased its Prologis (PLD) stake by 25% in Q2 2026, buying an estimated $128K and bringing the position to 4,520 shares worth $612K. The position accounts for 0.19% of the portfolio, ranked #57.

Family Wealth Partners first reported a position in PLD in Q2 2025 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Family Wealth Partners held 4,520 shares of Prologis worth $612K as of Q2 2026.
Family Wealth Partners bought 905 Prologis shares in Q2 2026, an estimated $128K.
Prologis made up 0.19% of Family Wealth Partners's portfolio in Q2 2026, its #57 holding.
Family Wealth Partners first reported a position in Prologis in Q2 2025 and has held it in 5 quarters since.
710 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.