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Obermeyer Wealth Partners’s Prologis PLD Stock Holding History

Obermeyer Wealth Partners’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
-1,919
Closed -$203K – 275
2024
Q4 		$203K Sell
1,919
-75
-4% -$8.62K 0.01% 252
2024
Q3 		$252K Buy
1,994
+58
+3% +$7.2K 0.01% 220
2024
Q2 		$217K Hold
1,936
– – 0.01% 231
2024
Q1 		$252K Sell
1,936
-177
-8% -$23.1K 0.01% 209
2023
Q4 		$282K Sell
2,113
-28
-1% -$3.18K 0.02% 180
2023
Q3 		$240K Hold
2,141
– – 0.02% 182
2023
Q2 		$263K Hold
2,141
– – 0.02% 177
2023
Q1 		$267K Buy
2,141
+217
+11% +$26.7K 0.02% 176
2022
Q4 		$217K Buy
+1,924
New +$213K 0.02% 205
2022
Q3 		– Sell
-2,101
Closed -$247K – 229
2022
Q2 		$247K Hold
2,101
– – 0.02% 169
2022
Q1 		$339K Buy
2,101
+490
+30% +$74.8K 0.02% 157
2021
Q4 		$271K Buy
+1,611
New +$240K 0.01% 185

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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