GeoWealth Management’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.76M Sell
43,567
-1,132
-3% -$151K 0.21% 60
2025
Q4
$5.71M Buy
44,699
+756
+2% +$94.2K 0.21% 62
2025
Q3
$5.03M Sell
43,943
-134
-0.3% -$14.7K 0.18% 72
2025
Q2
$4.63M Sell
44,077
-5,203
-11% -$546K 0.18% 70
2025
Q1
$5.51M Sell
49,280
-696
-1% -$80.5K 0.22% 62
2024
Q4
$5.28M Buy
49,976
+7,831
+19% +$900K 0.17% 93
2024
Q3
$5.32M Sell
42,145
-3,284
-7% -$407K 0.19% 98
2024
Q2
$5.1M Buy
45,429
+5,248
+13% +$581K 0.22% 67
2024
Q1
$5.23M Buy
40,181
+31,835
+381% +$4.16M 0.2% 88
2023
Q4
$1.11M Buy
8,346
+5,032
+152% +$571K 0.09% 200
2023
Q3
$372K Sell
3,314
-45
-1% -$5.5K 0.04% 221
2023
Q2
$412K Sell
3,359
-65
-2% -$8K 0.04% 188
2023
Q1
$427K Sell
3,424
-461
-12% -$56.7K 0.05% 143
2022
Q4
$438K Sell
3,885
-1,682
-30% -$186K 0.05% 158
2022
Q3
$566K Sell
5,567
-235
-4% -$29.1K 0.06% 151
2022
Q2
$682K Sell
5,802
-244
-4% -$33.7K 0.09% 130
2022
Q1
$975K Sell
6,046
-340
-5% -$51.9K 0.09% 145
2021
Q4
$1.07M Sell
6,386
-25
-0.4% -$3.73K 0.09% 145
2021
Q3
$804K Sell
6,411
-259
-4% -$33.6K 0.07% 175
2021
Q2
$796K Buy
6,670
+165
+3% +$19.3K 0.1% 114
2021
Q1
$691K Buy
6,505
+76
+1% +$7.75K 0.11% 103
2020
Q4
$643K Buy
+6,429
New +$650K 0.1% 130

Other funds holding PLD

GeoWealth Management's PLD Position: Q1 2026 in Review

GeoWealth Management reduced its Prologis (PLD) stake by 2.5% in Q1 2026, selling an estimated $151K and leaving 43,567 shares worth $5.76M. The position accounts for 0.21% of the portfolio, ranked #60.

GeoWealth Management first reported a position in PLD in Q4 2020 and has held it in 22 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • GeoWealth Management held 43,567 shares of Prologis worth $5.76M as of Q1 2026.
  • GeoWealth Management sold 1,132 Prologis shares in Q1 2026, an estimated $151K.
  • Prologis made up 0.21% of GeoWealth Management's portfolio in Q1 2026, its #60 holding.
  • GeoWealth Management first reported a position in Prologis in Q4 2020 and has held it in 22 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.