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RFG - Bristol Wealth Advisors’s Prologis PLD Stock Holding History

RFG - Bristol 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
2026
Q1 		$442K Buy
3,342
+86
+3% +$11.5K 0.12% 111
2025
Q4 		$416K Buy
3,256
+170
+6% +$21.2K 0.12% 121
2025
Q3 		$353K Sell
3,086
-71
-2% -$7.8K 0.1% 130
2025
Q2 		$332K Sell
3,157
-126
-4% -$13.2K 0.1% 136
2025
Q1 		$367K Sell
3,283
-1,033
-24% -$120K 0.12% 121
2024
Q4 		$456K Buy
+4,316
New +$496K 0.15% 105

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

RFG - Bristol Wealth Advisors's PLD Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors increased its Prologis (PLD) stake by 2.6% in Q1 2026, buying an estimated $11.5K and bringing the position to 3,342 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #111.

RFG - Bristol Wealth Advisors first reported a position in PLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q4 2024. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 3,342 shares of Prologis worth $442K as of Q1 2026.
  • RFG - Bristol Wealth Advisors bought 86 Prologis shares in Q1 2026, an estimated $11.5K.
  • Prologis made up 0.12% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #111 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Prologis in Q4 2024 and has held it in 6 quarters since.
  • RFG - Bristol Wealth Advisors's Prologis position peaked at $456K in Q4 2024.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.