Pacific Capital Wealth Advisors’s Prologis PLD Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-77	Closed	-$8.14K	–	297
2024 Q4	$8.14K	Sell	77 -4	-5%	-$460	﹤0.01%	284
2024 Q3	$10.2K	Sell	81 -198	-71%	-$24.6K	﹤0.01%	295
2024 Q2	$31.3K	Buy	279 +181	+185%	+$20.1K	0.01%	194
2024 Q1	$12.8K	Buy	98 +44	+81%	+$5.75K	﹤0.01%	212
2023 Q4	$7.2K	Buy	+54	New	+$6.13K	﹤0.01%	237
2020 Q4	–	Sell	-500	Closed	-$50K	–	159
2020 Q3	$50K	Buy	+500	New	+$50.1K	0.03%	106

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's PLD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Prologis (PLD) in Q1 2025, closing a stake of 77 shares — an estimated $8.14K sold.

Pacific Capital Wealth Advisors first reported a position in PLD in Q3 2020 and held it in 6 quarters. The position peaked at $50K in Q3 2020. 1,507 funds tracked by Wall St. Rank hold PLD as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Prologis position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 77 Prologis shares in Q1 2025, an estimated $8.14K.
Pacific Capital Wealth Advisors first reported a position in Prologis in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Prologis position peaked at $50K in Q3 2020.
1,507 funds tracked by Wall St. Rank held Prologis as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.