Mosaic Financial Group’s Prologis PLD Stock Holding History

Mosaic Financial Group’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	$256K	Sell	1,936 -31	-2%	-$4.14K	0.18%	106
2025 Q4	$251K	Hold	1,967	–	–	0.17%	110
2025 Q3	$225K	Hold	1,967	–	–	0.16%	111
2025 Q2	$207K	Sell	1,967 -41	-2%	-$4.3K	0.16%	110
2025 Q1	$224K	Sell	2,008 -173	-8%	-$20K	0.18%	106
2024 Q4	$231K	Sell	2,181 -400	-15%	-$46K	0.17%	104
2024 Q3	$326K	Buy	2,581 +400	+18%	+$49.6K	0.23%	81
2024 Q2	$245K	Sell	2,181 -370	-15%	-$41K	0.18%	101
2024 Q1	$332K	Buy	+2,551	New	+$333K	0.27%	78

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

Mosaic Financial Group's PLD Position: Q1 2026 in Review

Mosaic Financial Group reduced its Prologis (PLD) stake by 1.6% in Q1 2026, selling an estimated $4.14K and leaving 1,936 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #106.

Mosaic Financial Group first reported a position in PLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $332K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Mosaic Financial Group held 1,936 shares of Prologis worth $256K as of Q1 2026.
Mosaic Financial Group sold 31 Prologis shares in Q1 2026, an estimated $4.14K.
Prologis made up 0.18% of Mosaic Financial Group's portfolio in Q1 2026, its #106 holding.
Mosaic Financial Group first reported a position in Prologis in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Prologis position peaked at $332K in Q1 2024.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.