Long Pond Capital’s Prologis PLD Stock Holding History

Long Pond Capital’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	–	Sell	-350,000	Closed	-$44.7M	–	39
2025 Q4	$44.7M	Buy	350,000 +346,684	+10,455%	+$43.2M	5.25%	7
2025 Q3	$380K	Sell	3,316 -31,234	-90%	-$3.43M	0.03%	28
2025 Q2	$3.63M	Buy	+34,550	New	+$3.62M	0.23%	27
2023 Q1	–	Sell	-100,000	Closed	-$11.3M	–	45
2022 Q4	$11.3M	Buy	+100,000	New	+$11.1M	0.69%	32
2018 Q3	–	Sell	-989,700	Closed	-$65M	–	44
2018 Q2	$65M	Buy	+989,700	New	+$63.6M	1.43%	22

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

Long Pond Capital's PLD Position: Q1 2026 in Review

Long Pond Capital sold out of Prologis (PLD) in Q1 2026, closing a stake of 350,000 shares — an estimated $44.7M sold.

Long Pond Capital first reported a position in PLD in Q2 2018 and held it in 5 quarters. The position peaked at $65M in Q2 2018. 1,666 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Long Pond Capital reported no remaining Prologis position as of Q1 2026 after selling out during the quarter.
Long Pond Capital sold 350,000 Prologis shares in Q1 2026, an estimated $44.7M.
Long Pond Capital first reported a position in Prologis in Q2 2018 and held it in 5 quarters.
Long Pond Capital's Prologis position peaked at $65M in Q2 2018.
1,666 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.