Keudell/Morrison Wealth Management’s Prologis PLD Stock Holding History

Keudell/Morrison Wealth 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
2026 Q3	$367K	Sell	2,824 -274	-9%	-$38.4K	0.07%	171
2026 Q2	$420K	Hold	3,098	–	–	0.08%	155
2026 Q1	$409K	Buy	3,098 +31	+1%	+$4.14K	0.08%	150
2025 Q4	$392K	Buy	+3,067	New	+$382K	0.08%	156
2025 Q2	$299K	Buy	2,847 +25	+0.9%	+$2.62K	0.07%	164
2025 Q1	$315K	Hold	2,822	–	–	0.07%	155
2024 Q4	$298K	Sell	2,822 -11	-0.4%	-$1.26K	0.08%	160
2024 Q3	$358K	Buy	+2,833	New	+$352K	0.1%	142

Other funds holding PLD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Keudell/Morrison Wealth Management's PLD Position: Q3 2026 in Review

Keudell/Morrison Wealth Management reduced its Prologis (PLD) stake by 8.8% in Q3 2026, selling an estimated $38.4K and leaving 2,824 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #171.

Keudell/Morrison Wealth Management first reported a position in PLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $420K in Q2 2026. 1,105 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

Keudell/Morrison Wealth Management held 2,824 shares of Prologis worth $367K as of Q3 2026.
Keudell/Morrison Wealth Management sold 274 Prologis shares in Q3 2026, an estimated $38.4K.
Prologis made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #171 holding.
Keudell/Morrison Wealth Management first reported a position in Prologis in Q3 2024 and has held it in 8 quarters since.
Keudell/Morrison Wealth Management's Prologis position peaked at $420K in Q2 2026.
1,105 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.