NW
PLD icon

Naviter Wealth’s Prologis PLD Stock Holding History

Naviter Wealth’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 		$8.92M Buy
67,475
+7,129
+12% +$953K 1.11% 18
2025
Q4 		$7.7M Sell
60,346
-2,411
-4% -$301K 1% 21
2025
Q3 		$7.19M Sell
62,757
-1,192
-2% -$131K 0.84% 21
2025
Q2 		$6.72M Buy
63,949
+5,325
+9% +$558K 0.83% 22
2025
Q1 		$6.53M Buy
58,624
+1,089
+2% +$126K 0.79% 25
2024
Q4 		$6.08M Sell
57,535
-13,992
-20% -$1.61M 0.73% 26
2024
Q3 		$9.03M Buy
71,527
+3,102
+5% +$385K 1.26% 15
2024
Q2 		$7.68M Sell
68,425
-340
-0.5% -$37.7K 1.15% 16
2024
Q1 		$8.95M Buy
68,765
+8,599
+14% +$1.12M 1.46% 11
2023
Q4 		$8.02M Buy
60,166
+18,714
+45% +$2.12M 1.61% 12
2023
Q3 		$4.65M Sell
41,452
-4,537
-10% -$555K 1.12% 14
2023
Q2 		$5.64M Buy
45,989
+7,549
+20% +$929K 1.43% 12
2023
Q1 		$4.8M Buy
38,440
+7,219
+23% +$887K 1.68% 10
2022
Q4 		$3.95M Buy
31,221
+12,960
+71% +$1.44M 1.08% 20
2022
Q3 		$1.85M Buy
+18,261
New +$2.26M 0.76% 20

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

Naviter Wealth's PLD Position: Q1 2026 in Review

Naviter Wealth increased its Prologis (PLD) stake by 12% in Q1 2026, buying an estimated $953K and bringing the position to 67,475 shares worth $8.92M. The position accounts for 1.11% of the portfolio, ranked #18.

Naviter Wealth first reported a position in PLD in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.03M in Q3 2024. 1,666 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Naviter Wealth held 67,475 shares of Prologis worth $8.92M as of Q1 2026.
  • Naviter Wealth bought 7,129 Prologis shares in Q1 2026, an estimated $953K.
  • Prologis made up 1.11% of Naviter Wealth's portfolio in Q1 2026, its #18 holding.
  • Naviter Wealth first reported a position in Prologis in Q3 2022 and has held it in 15 quarters since.
  • Naviter Wealth's Prologis position peaked at $9.03M in Q3 2024.
  • 1,666 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.