HGI Capital Management’s Prologis PLD Stock Holding History

HGI Capital Management’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 Q3	$1.87M	Sell	16,330 -5,623	-26%	-$618K	5.14%	9
2025 Q2	$2.31M	Buy	+21,953	New	+$2.3M	3.13%	19
2024 Q1	–	Sell	-22,655	Closed	-$3.02M	–	49
2023 Q4	$3.02M	Sell	22,655 -17,982	-44%	-$2.04M	3.43%	14
2023 Q3	$4.56M	Sell	40,637 -1,564	-4%	-$191K	5.18%	5
2023 Q2	$5.18M	Sell	42,201 -68,339	-62%	-$8.41M	2.49%	16
2023 Q1	$13.8M	Buy	+110,540	New	+$13.6M	9.12%	1
2022 Q3	–	Sell	-104,839	Closed	-$12.3M	–	42
2022 Q2	$12.3M	Buy	+104,839	New	+$14.5M	5.15%	7
2020 Q2	–	Sell	-36,273	Closed	-$2.92M	–	63
2020 Q1	$2.92M	Buy	+36,273	New	+$3.17M	2.76%	13

Other funds holding PLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HGI Capital Management's PLD Position: Q3 2025 in Review

HGI Capital Management reduced its Prologis (PLD) stake by 26% in Q3 2025, selling an estimated $618K and leaving 16,330 shares worth $1.87M. The position accounts for 5.14% of the portfolio, ranked #9.

HGI Capital Management first reported a position in PLD in Q1 2020 and has held it in 8 quarters since. The position peaked at $13.8M in Q1 2023. 1,505 funds tracked by Wall St. Rank hold PLD as of Q3 2025.

HGI Capital Management held 16,330 shares of Prologis worth $1.87M as of Q3 2025.
HGI Capital Management sold 5,623 Prologis shares in Q3 2025, an estimated $618K.
Prologis made up 5.14% of HGI Capital Management's portfolio in Q3 2025, its #9 holding.
HGI Capital Management first reported a position in Prologis in Q1 2020 and has held it in 8 quarters since.
HGI Capital Management's Prologis position peaked at $13.8M in Q1 2023.
1,505 funds tracked by Wall St. Rank held Prologis as of Q3 2025.

Based on HGI Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.