LWM
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Liberty Wealth Management’s Prologis PLD Stock Holding History

Liberty 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
Q1 		$277K Sell
2,093
-207
-9% -$27.7K 0.03% 216
2025
Q4 		$294K Buy
2,300
+177
+8% +$22.1K 0.04% 197
2025
Q3 		$243K Buy
2,123
+43
+2% +$4.73K 0.03% 211
2025
Q2 		$219K Buy
+2,080
New +$218K 0.03% 212
2025
Q1 		– Sell
-1,976
Closed -$209K – 186
2024
Q4 		$209K Buy
1,976
+116
+6% +$13.3K 0.03% 201
2024
Q3 		$235K Buy
+1,860
New +$231K 0.04% 189
2022
Q2 		– Sell
-1,321
Closed -$213K – 166
2022
Q1 		$213K Buy
1,321
+5
+0.4% +$763 0.08% 138
2021
Q4 		$221 Sell
1,316
-314
-19% -$46.9K 0.01% 151
2021
Q3 		$211K Buy
1,630
+346
+27% +$44.9K 0.08% 159
2021
Q2 		$154K Buy
1,284
+28
+2% +$3.27K 0.06% 159
2021
Q1 		$133K Hold
1,256
– – 0.07% 147
2020
Q4 		$133K Sell
1,256
-153
-11% -$15.5K 0.07% 146
2020
Q3 		$142K Buy
1,409
+352
+33% +$35.3K 0.08% 123
2020
Q2 		$99K Buy
1,057
+4
+0.4% +$357 0.07% 150
2020
Q1 		$85K Sell
1,053
-406
-28% -$35.5K 0.07% 159
2019
Q4 		$130K Buy
1,459
+1,042
+250% +$92.4K 0.1% 132
2019
Q3 		$36K Sell
417
-548
-57% -$45.3K 0.03% 294
2019
Q2 		$77K Buy
965
+600
+164% +$45.7K 0.07% 195
2019
Q1 		$26K Hold
365
– – 0.02% 307
2018
Q4 		$21K Buy
+365
New +$23.7K 0.02% 320

Other funds holding PLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's PLD Position: Q1 2026 in Review

Liberty Wealth Management reduced its Prologis (PLD) stake by 9% in Q1 2026, selling an estimated $27.7K and leaving 2,093 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #216.

Liberty Wealth Management first reported a position in PLD in Q4 2018 and has held it in 20 quarters since. The position peaked at $294K in Q4 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Liberty Wealth Management held 2,093 shares of Prologis worth $277K as of Q1 2026.
  • Liberty Wealth Management sold 207 Prologis shares in Q1 2026, an estimated $27.7K.
  • Prologis made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Liberty Wealth Management first reported a position in Prologis in Q4 2018 and has held it in 20 quarters since.
  • Liberty Wealth Management's Prologis position peaked at $294K in Q4 2025.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.