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
2019 Q3	–	Sell	-3	Closed	-$1K	–	311
2019 Q2	$1K	Buy	+3	New	+$228	﹤0.01%	412

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

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.