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Mowery & Schoenfeld Wealth Management’s Prologis PLD Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-200
Closed -$21.1K – 539
2024
Q4 		$21.1K Buy
+200
New +$23K 0.04% 172

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

Mowery & Schoenfeld Wealth Management's PLD Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Prologis (PLD) in Q1 2025, closing a stake of 200 shares — an estimated $21.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PLD in Q4 2024 and held it in 1 quarter. The position peaked at $21.1K in Q4 2024. 1,507 funds tracked by Wall St. Rank hold PLD as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Prologis position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 200 Prologis shares in Q1 2025, an estimated $21.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Prologis in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Prologis position peaked at $21.1K in Q4 2024.
  • 1,507 funds tracked by Wall St. Rank held Prologis as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.