Heritage Wealth Advisors’s Prologis PLD Stock Holding History

Heritage 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	$204K	Buy	1,547 +47	+3%	+$6.28K	0.01%	202
2025 Q4	$191K	Hold	1,500	–	–	0.01%	221
2025 Q3	$172K	Hold	1,500	–	–	0.01%	212
2025 Q2	$158K	Hold	1,500	–	–	0.01%	219
2025 Q1	$168K	Sell	1,500 -58	-4%	-$6.71K	0.01%	212
2024 Q4	$165K	Buy	1,558 +46	+3%	+$5.29K	0.01%	220
2024 Q3	$191K	Buy	1,512 +62	+4%	+$7.69K	0.01%	216
2024 Q2	$163K	Hold	1,450	–	–	0.01%	219
2024 Q1	$189K	Hold	1,450	–	–	0.01%	217
2023 Q4	$193K	Buy	+1,450	New	+$165K	0.01%	216

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

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

Heritage Wealth Advisors increased its Prologis (PLD) stake by 3.1% in Q1 2026, buying an estimated $6.28K and bringing the position to 1,547 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #202.

Heritage Wealth Advisors first reported a position in PLD in Q4 2023 and has held it in 10 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Heritage Wealth Advisors held 1,547 shares of Prologis worth $204K as of Q1 2026.
Heritage Wealth Advisors bought 47 Prologis shares in Q1 2026, an estimated $6.28K.
Prologis made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #202 holding.
Heritage Wealth Advisors first reported a position in Prologis in Q4 2023 and has held it in 10 quarters since.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.