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 Q2	$567K	Sell	4,184 -67	-2%	-$9.5K	0.15%	139
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

AAMU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Paragon Private Wealth Management's PLD Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Prologis (PLD) stake by 1.6% in Q2 2026, selling an estimated $9.5K and leaving 4,184 shares worth $567K. The position accounts for 0.15% of the portfolio, ranked #139.

Paragon Private Wealth Management first reported a position in PLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q4 2023. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Paragon Private Wealth Management held 4,184 shares of Prologis worth $567K as of Q2 2026.
Paragon Private Wealth Management sold 67 Prologis shares in Q2 2026, an estimated $9.5K.
Prologis made up 0.15% of Paragon Private Wealth Management's portfolio in Q2 2026, its #139 holding.
Paragon Private Wealth Management first reported a position in Prologis in Q2 2022 and has held it in 17 quarters since.
Paragon Private Wealth Management's Prologis position peaked at $1.32M in Q4 2023.
1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.