Mark Sheptoff Financial Planning’s Prologis PLD Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	$6.1K	Hold	45	–	–	﹤0.01%	425
2026 Q1	$6.31K	Hold	45	–	–	﹤0.01%	408
2025 Q4	$5.75K	Hold	45	–	–	﹤0.01%	413
2025 Q3	$5.15K	Hold	45	–	–	﹤0.01%	406
2025 Q2	$4.73K	Hold	45	–	–	﹤0.01%	401
2025 Q1	$5.03K	Hold	45	–	–	﹤0.01%	374
2024 Q4	$4.76K	Hold	45	–	–	﹤0.01%	370
2024 Q3	$5.68K	Hold	45	–	–	﹤0.01%	354
2024 Q2	$5.05K	Hold	45	–	–	﹤0.01%	361
2024 Q1	$5.86K	Hold	45	–	–	﹤0.01%	322
2023 Q4	$6K	Hold	45	–	–	﹤0.01%	317
2023 Q3	$5.05K	Sell	45 -145	-76%	-$17.7K	﹤0.01%	303
2023 Q2	$23.3K	Hold	190	–	–	0.01%	213
2023 Q1	$23.7K	Hold	190	–	–	0.01%	208
2022 Q4	$21.4K	Hold	190	–	–	0.01%	214
2022 Q3	$19K	Hold	190	–	–	0.01%	213
2022 Q2	$22K	Hold	190	–	–	0.01%	214
2022 Q1	$31K	Sell	190 -200	-51%	-$30.5K	0.02%	207
2021 Q4	$66K	Buy	390 +200	+105%	+$29.9K	0.03%	161
2021 Q3	$24K	Hold	190	–	–	0.01%	230
2021 Q2	$23K	Hold	190	–	–	0.01%	254
2021 Q1	$20K	Hold	190	–	–	0.01%	233
2020 Q4	$19K	Buy	190 +10	+6%	+$1.01K	0.01%	226
2020 Q3	$18K	Sell	180 -145	-45%	-$14.5K	0.01%	195
2020 Q2	$30K	Hold	325	–	–	0.02%	174
2020 Q1	$26K	Buy	325 +280	+622%	+$24.5K	0.02%	166
2019 Q4	$4K	Hold	45	–	–	﹤0.01%	327
2019 Q3	$4K	Hold	45	–	–	﹤0.01%	314
2019 Q2	$4K	Hold	45	–	–	﹤0.01%	301
2019 Q1	$3K	Buy	+45	New	+$3.07K	﹤0.01%	315

Other funds holding PLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's PLD Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Prologis (PLD) position steady in Q2 2026 at 45 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Mark Sheptoff Financial Planning first reported a position in PLD in Q1 2019 and has held it in 30 quarters since. The position peaked at $66K in Q4 2021. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Mark Sheptoff Financial Planning held 45 shares of Prologis worth $6.1K as of Q2 2026.
Mark Sheptoff Financial Planning left its Prologis share count unchanged in Q2 2026.
Prologis made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #425 holding.
Mark Sheptoff Financial Planning first reported a position in Prologis in Q1 2019 and has held it in 30 quarters since.
Mark Sheptoff Financial Planning's Prologis position peaked at $66K in Q4 2021.
1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.