Heritage Wealth Management (Ohio)’s Prologis PLD Stock Holding History

Heritage Wealth Management (Ohio)’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	$255K	Buy	1,884 +15	+0.8%	+$2.13K	0.06%	245
2026 Q1	$247K	Hold	1,869	–	–	0.12%	139
2025 Q4	$239K	Hold	1,869	–	–	0.07%	231
2025 Q3	$214K	Buy	+1,869	New	+$205K	0.06%	231
2025 Q2	–	Sell	-2,660	Closed	-$297K	–	243
2025 Q1	$297K	Hold	2,660	–	–	0.1%	187
2024 Q4	$281K	Buy	2,660 +45	+2%	+$5.17K	0.09%	191
2024 Q3	$330K	Hold	2,615	–	–	0.11%	172
2024 Q2	$299K	Buy	+2,615	New	+$290K	0.1%	177

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

Heritage Wealth Management (Ohio)'s PLD Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Prologis (PLD) stake by 0.8% in Q2 2026, buying an estimated $2.13K and bringing the position to 1,884 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #245.

Heritage Wealth Management (Ohio) first reported a position in PLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $330K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Heritage Wealth Management (Ohio) held 1,884 shares of Prologis worth $255K as of Q2 2026.
Heritage Wealth Management (Ohio) bought 15 Prologis shares in Q2 2026, an estimated $2.13K.
Prologis made up 0.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #245 holding.
Heritage Wealth Management (Ohio) first reported a position in Prologis in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Prologis position peaked at $330K in Q3 2024.
1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.