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 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 $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 Management (Ohio)'s PLD Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Prologis (PLD) position steady in Q1 2026 at 1,869 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #139.

Heritage Wealth Management (Ohio) first reported a position in PLD in Q2 2024 and has held it in 7 quarters since. The position peaked at $330K in Q3 2024. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Heritage Wealth Management (Ohio) held 1,869 shares of Prologis worth $247K as of Q1 2026.
Heritage Wealth Management (Ohio) left its Prologis share count unchanged in Q1 2026.
Prologis made up 0.12% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #139 holding.
Heritage Wealth Management (Ohio) first reported a position in Prologis in Q2 2024 and has held it in 7 quarters since.
Heritage Wealth Management (Ohio)'s Prologis position peaked at $330K in Q3 2024.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.