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Paragon Private Wealth Management’s Prologis PLD Stock Holding History

Paragon Private Wealth Management’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
Q1 		$562K Buy
4,251
+117
+3% +$15.6K 0.18% 133
2025
Q4 		$528K Sell
4,134
-522
-11% -$65.1K 0.16% 135
2025
Q3 		$533K Sell
4,656
-284
-6% -$31.2K 0.17% 137
2025
Q2 		$519K Sell
4,940
-1,482
-23% -$155K 0.21% 128
2025
Q1 		$718K Sell
6,422
-2,110
-25% -$244K 0.33% 84
2024
Q4 		$902K Sell
8,532
-711
-8% -$81.7K 0.42% 66
2024
Q3 		$1.17M Buy
9,243
+386
+4% +$47.9K 0.58% 50
2024
Q2 		$995K Sell
8,857
-545
-6% -$60.4K 0.56% 51
2024
Q1 		$1.22M Sell
9,402
-499
-5% -$65.2K 0.73% 42
2023
Q4 		$1.32M Sell
9,901
-110
-1% -$12.5K 0.92% 37
2023
Q3 		$1.12M Buy
10,011
+628
+7% +$76.8K 0.93% 38
2023
Q2 		$1.15M Buy
9,383
+8
+0.1% +$984 0.92% 36
2023
Q1 		$1.17M Sell
9,375
-350
-4% -$43K 0.99% 33
2022
Q4 		$1.1M Buy
9,725
+100
+1% +$11.1K 0.99% 34
2022
Q3 		$1.04M Buy
9,625
+3,620
+60% +$449K 1.01% 32
2022
Q2 		$706K Buy
+6,005
New +$830K 0.75% 43

Other funds holding PLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paragon Private Wealth Management's PLD Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Prologis (PLD) stake by 2.8% in Q1 2026, buying an estimated $15.6K and bringing the position to 4,251 shares worth $562K. The position accounts for 0.18% of the portfolio, ranked #133.

Paragon Private Wealth Management first reported a position in PLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2023. 1,665 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Paragon Private Wealth Management held 4,251 shares of Prologis worth $562K as of Q1 2026.
  • Paragon Private Wealth Management bought 117 Prologis shares in Q1 2026, an estimated $15.6K.
  • Prologis made up 0.18% of Paragon Private Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Paragon Private Wealth Management first reported a position in Prologis in Q2 2022 and has held it in 16 quarters since.
  • Paragon Private Wealth Management's Prologis position peaked at $1.32M in Q4 2023.
  • 1,665 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.