Focused Wealth Management’s Prologis PLD Stock Holding History

Focused 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
2026 Q2	$523K	Buy	3,860 +7	+0.2%	+$993	0.05%	132
2026 Q1	$509K	Buy	+3,853	New	+$515K	0.05%	114
2023 Q2	–	Sell	-100	Closed	-$12.5K	–	1110
2023 Q1	$12.5K	Buy	+100	New	+$12.3K	﹤0.01%	502
2020 Q4	–	Sell	-200	Closed	-$20K	–	888
2020 Q3	$20K	Buy	+200	New	+$20K	﹤0.01%	423
2019 Q4	–	Sell	-1,200	Closed	-$102K	–	760
2019 Q3	$102K	Hold	1,200	–	–	0.03%	230
2019 Q2	$96K	Hold	1,200	–	–	0.03%	245
2019 Q1	$86K	Hold	1,200	–	–	0.03%	236
2018 Q4	$70K	Buy	+1,200	New	+$77.8K	0.02%	261
2016 Q4	–	Sell	-45	Closed	-$2K	–	727
2016 Q3	$2K	Hold	45	–	–	﹤0.01%	593
2016 Q2	$2K	Hold	45	–	–	﹤0.01%	596
2016 Q1	$2K	Hold	45	–	–	﹤0.01%	565
2015 Q4	$2K	Hold	45	–	–	﹤0.01%	593
2015 Q3	$2K	Hold	45	–	–	﹤0.01%	600
2015 Q2	$2K	Hold	45	–	–	﹤0.01%	587
2015 Q1	$2K	Hold	45	–	–	﹤0.01%	609
2014 Q4	$2K	Hold	45	–	–	﹤0.01%	594
2014 Q3	$2K	Hold	45	–	–	﹤0.01%	605
2014 Q2	$2K	Hold	45	–	–	﹤0.01%	605
2014 Q1	$2K	Hold	45	–	–	﹤0.01%	570
2013 Q4	$2K	Hold	45	–	–	﹤0.01%	567
2013 Q3	$2K	Buy	+45	New	+$1.7K	﹤0.01%	534

Other funds holding PLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Focused Wealth Management's PLD Position: Q2 2026 in Review

Focused Wealth Management increased its Prologis (PLD) stake by 0.18% in Q2 2026, buying an estimated $993 and bringing the position to 3,860 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #132.

Focused Wealth Management first reported a position in PLD in Q3 2013 and has held it in 21 quarters since. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Focused Wealth Management held 3,860 shares of Prologis worth $523K as of Q2 2026.
Focused Wealth Management bought 7 Prologis shares in Q2 2026, an estimated $993.
Prologis made up 0.05% of Focused Wealth Management's portfolio in Q2 2026, its #132 holding.
Focused Wealth Management first reported a position in Prologis in Q3 2013 and has held it in 21 quarters since.
1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.