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Holistic Financial Partners’s Prologis PLD Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-1,901
Closed -$201K – 128
2024
Q4 		$201K Buy
1,901
+68
+4% +$7.82K 0.1% 114
2024
Q3 		$231K Buy
1,833
+16
+0.9% +$1.99K 0.11% 103
2024
Q2 		$204K Sell
1,817
-33
-2% -$3.65K 0.1% 111
2024
Q1 		$241K Sell
1,850
-63
-3% -$8.23K 0.12% 103
2023
Q4 		$255K Sell
1,913
-13
-0.7% -$1.48K 0.15% 89
2023
Q3 		$216K Buy
1,926
+97
+5% +$11.9K 0.14% 93
2023
Q2 		$224K Sell
1,829
-165
-8% -$20.3K 0.16% 91
2023
Q1 		$249K Buy
1,994
+112
+6% +$13.8K 0.19% 83
2022
Q4 		$212K Buy
+1,882
New +$208K 0.19% 86
2022
Q3 		– Sell
-1,896
Closed -$223K – 94
2022
Q2 		$223K Buy
+1,896
New +$262K 0.21% 80
2020
Q1 		– Sell
-2,695
Closed -$240K – 103
2019
Q4 		$240K Buy
+2,695
New +$239K 0.14% 89
2018
Q1 		– Hold
0
– – – 132
2017
Q4 		– Hold
0
– – – 129

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holistic Financial Partners's PLD Position: Q1 2025 in Review

Holistic Financial Partners sold out of Prologis (PLD) in Q1 2025, closing a stake of 1,901 shares — an estimated $201K sold.

Holistic Financial Partners first reported a position in PLD in Q4 2019 and held it in 11 quarters. The position peaked at $255K in Q4 2023. 1,513 funds tracked by Wall St. Rank hold PLD as of Q1 2025.

  • Holistic Financial Partners reported no remaining Prologis position as of Q1 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 1,901 Prologis shares in Q1 2025, an estimated $201K.
  • Holistic Financial Partners first reported a position in Prologis in Q4 2019 and held it in 11 quarters.
  • Holistic Financial Partners's Prologis position peaked at $255K in Q4 2023.
  • 1,513 funds tracked by Wall St. Rank held Prologis as of Q1 2025.

Based on Holistic Financial Partners's 13F filing for Q1 2025, filed 6 May 2025.