Platte River Wealth Advisors’s Prologis PLD Stock Holding History

Platte River 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
2023 Q1	–	Sell	-19,944	Closed	-$2.25M	–	97
2022 Q4	$2.25M	Buy	19,944 +7,313	+58%	+$810K	0.95%	27
2022 Q3	$1.28M	Buy	12,631 +1,185	+10%	+$147K	0.57%	35
2022 Q2	$1.35M	Sell	11,446 -629	-5%	-$87K	0.58%	32
2022 Q1	$1.95M	Sell	12,075 -458	-4%	-$69.9K	0.71%	29
2021 Q4	$1.92M	Sell	12,533 -2,269	-15%	-$339K	0.66%	32
2021 Q3	$1.86M	Buy	14,802 +294	+2%	+$38.2K	0.69%	31
2021 Q2	$1.73M	Buy	14,508 +476	+3%	+$55.6K	0.66%	33
2021 Q1	$1.52M	Buy	14,032 +241	+2%	+$24.6K	0.63%	32
2020 Q4	$1.39M	Buy	13,791 +558	+4%	+$56.4K	0.6%	34
2020 Q3	$1.33M	Sell	13,233 -118	-0.9%	-$11.8K	0.69%	33
2020 Q2	$1.28M	Buy	+13,351	New	+$1.19M	0.7%	34
2019 Q4	$860K	Buy	+9,255	New	+$820K	0.45%	65

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

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

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

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

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

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

Platte River Wealth Advisors's PLD Position: Q1 2023 in Review

Platte River Wealth Advisors sold out of Prologis (PLD) in Q1 2023, closing a stake of 19,944 shares — an estimated $2.25M sold.

Platte River Wealth Advisors first reported a position in PLD in Q4 2019 and held it in 12 quarters. The position peaked at $2.25M in Q4 2022. 1,374 funds tracked by Wall St. Rank hold PLD as of Q1 2023.

Platte River Wealth Advisors reported no remaining Prologis position as of Q1 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 19,944 Prologis shares in Q1 2023, an estimated $2.25M.
Platte River Wealth Advisors first reported a position in Prologis in Q4 2019 and held it in 12 quarters.
Platte River Wealth Advisors's Prologis position peaked at $2.25M in Q4 2022.
1,374 funds tracked by Wall St. Rank held Prologis as of Q1 2023.

Based on Platte River Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.