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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
Q2 		$11M Buy
81,436
+13,961
+21% +$1.98M 1% 20
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 $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

Naviter Wealth's PLD Position: Q2 2026 in Review

Naviter Wealth increased its Prologis (PLD) stake by 21% in Q2 2026, buying an estimated $1.98M and bringing the position to 81,436 shares worth $11M. The position accounts for 1% of the portfolio, ranked #20.

Naviter Wealth first reported a position in PLD in Q3 2022 and has held it in 16 quarters since. 1,736 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Naviter Wealth held 81,436 shares of Prologis worth $11M as of Q2 2026.
  • Naviter Wealth bought 13,961 Prologis shares in Q2 2026, an estimated $1.98M.
  • Prologis made up 1% of Naviter Wealth's portfolio in Q2 2026, its #20 holding.
  • Naviter Wealth first reported a position in Prologis in Q3 2022 and has held it in 16 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.