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IBEX Wealth Advisors’s Prologis PLD Stock Holding History

IBEX 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
2024
Q4 		– Sell
-62,166
Closed -$13.7M – 226
2024
Q3 		$13.7M Buy
62,166
+62,126
+155,315% +$7.71M 3.76% 3
2024
Q2 		$4.54K Sell
40
-42,680
-100% -$4.73M ﹤0.01% 256
2024
Q1 		$4.82M Buy
42,720
+42,685
+121,957% +$5.58M 1.31% 31
2023
Q4 		$4.64K Sell
35
-36,376
-100% -$4.13M 1.01% 39
2023
Q3 		$4.09M Buy
+36,411
New +$4.45M 1.04% 36
2023
Q1 		$5.48M Buy
43,952
+1,232
+3% +$151K 1.42% 27
2022
Q4 		$4.82M Sell
42,720
-1,679
-4% -$186K 1.09% 33
2022
Q3 		$4.51M Sell
44,399
-733
-2% -$90.9K 1.17% 28
2022
Q2 		$5.31M Sell
45,132
-1,217
-3% -$168K 1.22% 30
2022
Q1 		$7.48M Buy
46,349
+1,488
+3% +$227K 1.43% 18
2021
Q4 		$7.55M Sell
44,861
-770
-2% -$115K 1.34% 19
2021
Q3 		$5.72M Buy
45,631
+707
+2% +$91.8K 1.1% 25
2021
Q2 		$5.37M Buy
44,924
+758
+2% +$88.6K 1.07% 26
2021
Q1 		$4.68M Buy
44,166
+2,175
+5% +$222K 1.15% 30
2020
Q4 		$4.18M Buy
41,991
+764
+2% +$77.2K 1.09% 35
2020
Q3 		$4.15M Sell
41,227
-351
-0.8% -$35.2K 1.2% 32
2020
Q2 		$3.88M Sell
41,578
-2,361
-5% -$211K 1.25% 28
2020
Q1 		$3.53M Sell
43,939
-954
-2% -$83.3K 1.37% 31
2019
Q4 		$4M Buy
44,893
+136
+0.3% +$12.1K 1.23% 27
2019
Q3 		$3.81M Buy
44,757
+266
+0.6% +$22K 1.27% 26
2019
Q2 		$3.56M Buy
44,491
+1,352
+3% +$103K 1.03% 26
2019
Q1 		$3.1M Buy
43,139
+945
+2% +$64.5K 1.09% 30
2018
Q4 		$2.48M Buy
42,194
+364
+0.9% +$23.6K 1.13% 32
2018
Q3 		$2.81M Buy
+41,830
New +$2.75M 1.01% 46

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IBEX Wealth Advisors's PLD Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Prologis (PLD) in Q4 2024, closing a stake of 62,166 shares — an estimated $13.7M sold.

IBEX Wealth Advisors first reported a position in PLD in Q3 2018 and held it in 24 quarters. The position peaked at $13.7M in Q3 2024. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 62,166 Prologis shares in Q4 2024, an estimated $13.7M.
  • IBEX Wealth Advisors first reported a position in Prologis in Q3 2018 and held it in 24 quarters.
  • IBEX Wealth Advisors's Prologis position peaked at $13.7M in Q3 2024.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.