HWA
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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
Q2 		$210K Hold
1,547
– – 0.01% 217
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Advisors's PLD Position: Q2 2026 in Review

Heritage Wealth Advisors held its Prologis (PLD) position steady in Q2 2026 at 1,547 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #217.

Heritage Wealth Advisors first reported a position in PLD in Q4 2023 and has held it in 11 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Heritage Wealth Advisors held 1,547 shares of Prologis worth $210K as of Q2 2026.
  • Heritage Wealth Advisors left its Prologis share count unchanged in Q2 2026.
  • Prologis made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Heritage Wealth Advisors first reported a position in Prologis in Q4 2023 and has held it in 11 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.