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Marcum Wealth’s Prologis PLD Stock Holding History

Marcum Wealth’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
2025
Q1 		$609K Buy
5,452
+122
+2% +$14.1K 0.05% 167
2024
Q4 		$563K Sell
5,330
-1,132
-18% -$130K 0.05% 178
2024
Q3 		$816K Buy
6,462
+1,020
+19% +$127K 0.08% 133
2024
Q2 		$611K Sell
5,442
-193
-3% -$21.4K 0.06% 160
2024
Q1 		$734K Sell
5,635
-238
-4% -$31.1K 0.07% 137
2023
Q4 		$783K Sell
5,873
-91
-2% -$10.3K 0.08% 124
2023
Q3 		$669K Sell
5,964
-718
-11% -$87.8K 0.08% 131
2023
Q2 		$819K Sell
6,682
-526
-7% -$64.7K 0.1% 110
2023
Q1 		$899K Buy
7,208
+50
+0.7% +$6.14K 0.11% 104
2022
Q4 		$807K Buy
7,158
+812
+13% +$90K 0.11% 113
2022
Q3 		$645K Sell
6,346
-587
-8% -$72.8K 0.1% 129
2022
Q2 		$816K Buy
6,933
+323
+5% +$44.7K 0.12% 108
2022
Q1 		$1.07M Sell
6,610
-566
-8% -$86.4K 0.15% 93
2021
Q4 		$1.21M Buy
7,176
+566
+9% +$84.5K 0.17% 87
2021
Q3 		$829K Sell
6,610
-365
-5% -$47.4K 0.13% 111
2021
Q2 		$834K Buy
6,975
+35
+0.5% +$4.09K 0.14% 112
2021
Q1 		$736K Buy
+6,940
New +$707K 0.12% 126

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth's PLD Position: Q1 2025 in Review

Marcum Wealth increased its Prologis (PLD) stake by 2.3% in Q1 2025, buying an estimated $14.1K and bringing the position to 5,452 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #167.

Marcum Wealth first reported a position in PLD in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2021. 1,508 funds tracked by Wall St. Rank hold PLD as of Q1 2025.

  • Marcum Wealth held 5,452 shares of Prologis worth $609K as of Q1 2025.
  • Marcum Wealth bought 122 Prologis shares in Q1 2025, an estimated $14.1K.
  • Prologis made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #167 holding.
  • Marcum Wealth first reported a position in Prologis in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Prologis position peaked at $1.21M in Q4 2021.
  • 1,508 funds tracked by Wall St. Rank held Prologis as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.