Lake Street Advisors Group’s Prologis PLD Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$976K	Buy	9,234 +63	+0.7%	+$7.24K	0.05%	228
2024 Q3	$1.16M	Buy	9,171 +188	+2%	+$23.3K	0.05%	197
2024 Q2	$1.01M	Buy	8,983 +39	+0.4%	+$4.32K	0.05%	213
2024 Q1	$1.16M	Buy	8,944 +419	+5%	+$54.7K	0.05%	201
2023 Q4	$1.14M	Buy	+8,525	New	+$968K	0.06%	202
2021 Q3	–	Sell	-4,646	Closed	-$604K	–	374
2021 Q2	$604K	Buy	4,646 +95	+2%	+$11.1K	0.04%	151
2021 Q1	$482K	Buy	4,551 +32	+0.7%	+$3.26K	0.04%	167
2020 Q4	$450K	Buy	4,519 +70	+2%	+$7.08K	0.04%	162
2020 Q3	$448K	Sell	4,449 -120	-3%	-$12K	0.04%	150
2020 Q2	$426K	Buy	4,569 +462	+11%	+$41.2K	0.04%	153
2020 Q1	$330K	Buy	4,107 +1,803	+78%	+$158K	0.04%	158
2019 Q4	$205K	Buy	+2,304	New	+$204K	0.02%	238

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Lake Street Advisors Group's PLD Position: Q4 2024 in Review

Lake Street Advisors Group increased its Prologis (PLD) stake by 0.69% in Q4 2024, buying an estimated $7.24K and bringing the position to 9,234 shares worth $976K. The position accounts for 0.05% of the portfolio, ranked #228.

Lake Street Advisors Group first reported a position in PLD in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.16M in Q1 2024. 1,479 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

Lake Street Advisors Group held 9,234 shares of Prologis worth $976K as of Q4 2024.
Lake Street Advisors Group bought 63 Prologis shares in Q4 2024, an estimated $7.24K.
Prologis made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #228 holding.
Lake Street Advisors Group first reported a position in Prologis in Q4 2019 and has held it in 12 quarters since.
Lake Street Advisors Group's Prologis position peaked at $1.16M in Q1 2024.
1,479 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.