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 Q2	$3.86M	Buy	28,528 +1,026	+4%	+$145K	0.16%	150
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kingswood Wealth Advisors's PLD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Prologis (PLD) stake by 3.7% in Q2 2026, buying an estimated $145K and bringing the position to 28,528 shares worth $3.86M. The position accounts for 0.16% of the portfolio, ranked #150.

Kingswood Wealth Advisors first reported a position in PLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.4M in Q3 2024. 1,737 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Kingswood Wealth Advisors held 28,528 shares of Prologis worth $3.86M as of Q2 2026.
Kingswood Wealth Advisors bought 1,026 Prologis shares in Q2 2026, an estimated $145K.
Prologis made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Kingswood Wealth Advisors first reported a position in Prologis in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Prologis position peaked at $5.4M in Q3 2024.
1,737 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.