MWM
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Modern Wealth Management’s Prologis PLD Stock Holding History

Modern 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
Q2 		$4.86M Sell
35,857
-299
-0.8% -$42.4K 0.06% 265
2026
Q1 		$4.82M Sell
36,156
-538
-1% -$71.9K 0.08% 203
2025
Q4 		$4.68M Buy
36,694
+1,505
+4% +$188K 0.09% 197
2025
Q3 		$4.03M Buy
35,189
+681
+2% +$74.9K 0.08% 203
2025
Q2 		$3.63M Sell
34,508
-273
-0.8% -$28.6K 0.09% 194
2025
Q1 		$3.89M Sell
34,781
-2,972
-8% -$344K 0.12% 147
2024
Q4 		$3.99M Buy
+37,753
New +$4.34M 0.15% 126

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Modern Wealth Management's PLD Position: Q2 2026 in Review

Modern Wealth Management reduced its Prologis (PLD) stake by 0.83% in Q2 2026, selling an estimated $42.4K and leaving 35,857 shares worth $4.86M. The position accounts for 0.06% of the portfolio, ranked #265.

Modern Wealth Management first reported a position in PLD in Q4 2024 and has held it in 7 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Modern Wealth Management held 35,857 shares of Prologis worth $4.86M as of Q2 2026.
  • Modern Wealth Management sold 299 Prologis shares in Q2 2026, an estimated $42.4K.
  • Prologis made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Modern Wealth Management first reported a position in Prologis in Q4 2024 and has held it in 7 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.