Polymer Capital Management’s Prologis PLD Stock Holding History

Polymer Capital 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	$1.75M	Buy	12,931 +11,290	+688%	+$1.6M	0.23%	93
2026 Q1	$217K	Buy	+1,641	New	+$219K	0.02%	722
2025 Q4	–	Sell	-8,510	Closed	-$975K	–	950
2025 Q3	$975K	Buy	+8,510	New	+$936K	0.1%	190
2025 Q2	–	Sell	-7,886	Closed	-$882K	–	737
2025 Q1	$882K	Buy	+7,886	New	+$912K	0.23%	83

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 $3.38T AUM 44.17% 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

Polymer Capital Management's PLD Position: Q2 2026 in Review

Polymer Capital Management increased its Prologis (PLD) stake by 688% in Q2 2026, buying an estimated $1.6M and bringing the position to 12,931 shares worth $1.75M. The position accounts for 0.23% of the portfolio, ranked #93.

Polymer Capital Management first reported a position in PLD in Q1 2025 and has held it in 4 quarters since. 1,740 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Polymer Capital Management held 12,931 shares of Prologis worth $1.75M as of Q2 2026.
Polymer Capital Management bought 11,290 Prologis shares in Q2 2026, an estimated $1.6M.
Prologis made up 0.23% of Polymer Capital Management's portfolio in Q2 2026, its #93 holding.
Polymer Capital Management first reported a position in Prologis in Q1 2025 and has held it in 4 quarters since.
1,740 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.