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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Obermeyer Wealth Partners's PLD Position: Q1 2025 in Review

Obermeyer Wealth Partners sold out of Prologis (PLD) in Q1 2025, closing a stake of 1,919 shares — an estimated $203K sold.

Obermeyer Wealth Partners first reported a position in PLD in Q4 2021 and held it in 12 quarters. The position peaked at $339K in Q1 2022. 1,513 funds tracked by Wall St. Rank hold PLD as of Q1 2025.

Obermeyer Wealth Partners reported no remaining Prologis position as of Q1 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 1,919 Prologis shares in Q1 2025, an estimated $203K.
Obermeyer Wealth Partners first reported a position in Prologis in Q4 2021 and held it in 12 quarters.
Obermeyer Wealth Partners's Prologis position peaked at $339K in Q1 2022.
1,513 funds tracked by Wall St. Rank held Prologis as of Q1 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.