Heartwood Wealth Advisors’s Prologis PLD Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-23	Closed	-$2.63K	–	493
2025 Q3	$2.63K	Buy	+23	New	+$2.53K	﹤0.01%	471

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's PLD Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Prologis (PLD) in Q4 2025, closing a stake of 23 shares — an estimated $2.63K sold.

Heartwood Wealth Advisors first reported a position in PLD in Q3 2025 and held it in 1 quarter. The position peaked at $2.63K in Q3 2025. 1,639 funds tracked by Wall St. Rank hold PLD as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Prologis position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 23 Prologis shares in Q4 2025, an estimated $2.63K.
Heartwood Wealth Advisors first reported a position in Prologis in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Prologis position peaked at $2.63K in Q3 2025.
1,639 funds tracked by Wall St. Rank held Prologis as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.