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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Modern Wealth Management's PLD Position: Q1 2026 in Review

Modern Wealth Management reduced its Prologis (PLD) stake by 1.5% in Q1 2026, selling an estimated $71.9K and leaving 36,156 shares worth $4.82M. The position accounts for 0.08% of the portfolio, ranked #203.

Modern Wealth Management first reported a position in PLD in Q4 2024 and has held it in 6 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Modern Wealth Management held 36,156 shares of Prologis worth $4.82M as of Q1 2026.
  • Modern Wealth Management sold 538 Prologis shares in Q1 2026, an estimated $71.9K.
  • Prologis made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Modern Wealth Management first reported a position in Prologis in Q4 2024 and has held it in 6 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.