Kingswood Wealth Advisors’s Prologis PLD Stock Holding History

Kingswood 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
2026 Q1	$3.64M	Buy	27,502 +87	+0.3%	+$11.6K	0.17%	136
2025 Q4	$3.5M	Sell	27,415 -241	-0.9%	-$30K	0.17%	137
2025 Q3	$3.17M	Sell	27,656 -2,835	-9%	-$312K	0.19%	128
2025 Q2	$3.21M	Sell	30,491 -240	-0.8%	-$25.2K	0.25%	91
2025 Q1	$3.44M	Sell	30,731 -4,528	-13%	-$524K	0.31%	70
2024 Q4	$3.73M	Sell	35,259 -7,523	-18%	-$865K	0.28%	74
2024 Q3	$5.4M	Sell	42,782 -1,596	-4%	-$198K	0.39%	57
2024 Q2	$4.98M	Buy	44,378 +6,994	+19%	+$775K	0.45%	38
2024 Q1	$4.87M	Sell	37,384 -2,919	-7%	-$381K	0.56%	26
2023 Q4	$5.37M	Buy	40,303 +3,684	+10%	+$418K	0.61%	28
2023 Q3	$4.11M	Buy	+36,619	New	+$4.48M	0.7%	26

Other funds holding PLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingswood Wealth Advisors's PLD Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Prologis (PLD) stake by 0.32% in Q1 2026, buying an estimated $11.6K and bringing the position to 27,502 shares worth $3.64M. The position accounts for 0.17% of the portfolio, ranked #136.

Kingswood Wealth Advisors first reported a position in PLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.4M in Q3 2024. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Kingswood Wealth Advisors held 27,502 shares of Prologis worth $3.64M as of Q1 2026.
Kingswood Wealth Advisors bought 87 Prologis shares in Q1 2026, an estimated $11.6K.
Prologis made up 0.17% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #136 holding.
Kingswood Wealth Advisors first reported a position in Prologis in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Prologis position peaked at $5.4M in Q3 2024.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.