Optimum Investment Advisors’s Prologis PLD Stock Holding History

Optimum Investment Advisors’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 Q3	$22.9K	Hold	200	–	–	0.01%	430
2025 Q2	$21K	Sell	200 -16	-7%	-$1.68K	0.01%	433
2025 Q1	$24.1K	Buy	216 +16	+8%	+$1.85K	0.01%	421
2024 Q4	$21.1K	Hold	200	–	–	0.01%	426
2024 Q3	$25.3K	Hold	200	–	–	0.01%	420
2024 Q2	$22.5K	Hold	200	–	–	0.01%	436
2024 Q1	$26K	Buy	+200	New	+$26.1K	0.01%	432
2020 Q2	–	Sell	-700	Closed	-$56K	–	910
2020 Q1	$56K	Hold	700	–	–	0.02%	405
2019 Q4	$62K	Hold	700	–	–	0.02%	478
2019 Q3	$60K	Buy	+700	New	+$57.9K	0.02%	476
2018 Q4	–	Sell	-100	Closed	-$7K	–	1012
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	891
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	897
2018 Q1	$6K	Buy	+100	New	+$6.22K	﹤0.01%	881
2015 Q1	–	Sell	-491	Closed	-$21K	–	987
2014 Q4	$21K	Hold	491	–	–	0.01%	700
2014 Q3	$19K	Hold	491	–	–	0.01%	653
2014 Q2	$20K	Hold	491	–	–	0.01%	656
2014 Q1	$20K	Hold	491	–	–	0.01%	514
2013 Q4	$18K	Hold	491	–	–	0.01%	536
2013 Q3	$18K	Buy	+491	New	+$18.5K	0.01%	516

Other funds holding PLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimum Investment Advisors's PLD Position: Q3 2025 in Review

Optimum Investment Advisors held its Prologis (PLD) position steady in Q3 2025 at 200 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #430.

Optimum Investment Advisors first reported a position in PLD in Q3 2013 and has held it in 19 quarters since. The position peaked at $62K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold PLD as of Q3 2025.

Optimum Investment Advisors held 200 shares of Prologis worth $22.9K as of Q3 2025.
Optimum Investment Advisors left its Prologis share count unchanged in Q3 2025.
Prologis made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #430 holding.
Optimum Investment Advisors first reported a position in Prologis in Q3 2013 and has held it in 19 quarters since.
Optimum Investment Advisors's Prologis position peaked at $62K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Prologis as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.