Lokken Investment Group’s Prologis PLD Stock Holding History

Lokken Investment 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 Q2	–	Sell	-7,352	Closed	-$957K	–	155
2024 Q1	$957K	Buy	7,352 +490	+7%	+$64K	0.48%	55
2023 Q4	$915K	Buy	6,862 +1,450	+27%	+$165K	0.52%	52
2023 Q3	$607K	Buy	5,412 +633	+13%	+$77.4K	0.4%	58
2023 Q2	$586K	Buy	4,779 +1,197	+33%	+$147K	0.38%	64
2023 Q1	$447K	Buy	3,582 +204	+6%	+$25.1K	0.34%	71
2022 Q4	$381K	Buy	+3,378	New	+$374K	0.3%	78

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 $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAMU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lokken Investment Group's PLD Position: Q2 2024 in Review

Lokken Investment Group sold out of Prologis (PLD) in Q2 2024, closing a stake of 7,352 shares — an estimated $957K sold.

Lokken Investment Group first reported a position in PLD in Q4 2022 and held it in 6 quarters. The position peaked at $957K in Q1 2024. 1,445 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

Lokken Investment Group reported no remaining Prologis position as of Q2 2024 after selling out during the quarter.
Lokken Investment Group sold 7,352 Prologis shares in Q2 2024, an estimated $957K.
Lokken Investment Group first reported a position in Prologis in Q4 2022 and held it in 6 quarters.
Lokken Investment Group's Prologis position peaked at $957K in Q1 2024.
1,445 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on Lokken Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.