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Integrated Wealth Concepts’s Prologis PLD Stock Holding History

Integrated Wealth Concepts’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
Q2 		$2.24M Buy
16,569
+2,054
+14% +$291K 0.01% 785
2026
Q1 		$1.92M Buy
14,515
+3,993
+38% +$534K 0.02% 767
2025
Q4 		$1.34M Buy
10,522
+1,834
+21% +$229K 0.02% 654
2025
Q3 		$995K Buy
8,688
+226
+3% +$24.8K 0.01% 985
2025
Q2 		$890K Sell
8,462
-3,972
-32% -$417K 0.01% 989
2025
Q1 		$1.39M Buy
12,434
+2,982
+32% +$345K 0.02% 687
2024
Q4 		$999K Sell
9,452
-110
-1% -$12.6K 0.01% 805
2024
Q3 		$1.21M Sell
9,562
-2,309
-19% -$286K 0.01% 727
2024
Q2 		$1.33M Buy
11,871
+1,040
+10% +$115K 0.02% 637
2024
Q1 		$1.41M Buy
10,831
+2,308
+27% +$302K 0.02% 622
2023
Q4 		$1.14M Sell
8,523
-2,026
-19% -$230K 0.02% 679
2023
Q3 		$1.18M Sell
10,549
-279
-3% -$34.1K 0.02% 625
2023
Q2 		$1.33M Buy
10,828
+2,516
+30% +$310K 0.02% 584
2023
Q1 		$1.04M Buy
8,312
+717
+9% +$88.1K 0.02% 599
2022
Q4 		$856K Buy
7,595
+1,185
+18% +$131K 0.02% 506
2022
Q3 		$651K Buy
6,410
+271
+4% +$33.6K 0.02% 525
2022
Q2 		$722K Buy
6,139
+1,497
+32% +$207K 0.02% 497
2022
Q1 		$750K Buy
4,642
+1,369
+42% +$209K 0.02% 470
2021
Q4 		$551K Buy
3,273
+37
+1% +$5.52K 0.02% 592
2021
Q3 		$406K Buy
3,236
+1,360
+72% +$176K 0.01% 627
2021
Q2 		$224K Buy
+1,876
New +$219K 0.01% 738

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Wealth Concepts's PLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Prologis (PLD) stake by 14% in Q2 2026, buying an estimated $291K and bringing the position to 16,569 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #785.

Integrated Wealth Concepts first reported a position in PLD in Q2 2021 and has held it in 21 quarters since. 1,737 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Integrated Wealth Concepts held 16,569 shares of Prologis worth $2.24M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,054 Prologis shares in Q2 2026, an estimated $291K.
  • Prologis made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #785 holding.
  • Integrated Wealth Concepts first reported a position in Prologis in Q2 2021 and has held it in 21 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.