RMR Wealth Builders’s Prologis PLD Stock Holding History

RMR Wealth Builders’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
2025 Q2	–	Sell	-1,918	Closed	-$214K	–	290
2025 Q1	$214K	Sell	1,918 -715	-27%	-$82.7K	0.02%	245
2024 Q4	$278K	Buy	2,633 +487	+23%	+$56K	0.03%	216
2024 Q3	$271K	Sell	2,146 -75	-3%	-$9.31K	0.03%	220
2024 Q2	$249K	Buy	2,221 +176	+9%	+$19.5K	0.03%	218
2024 Q1	$268K	Sell	2,045 -6	-0.3%	-$784	0.03%	220
2023 Q4	$273K	Sell	2,051 -836	-29%	-$94.9K	0.04%	199
2023 Q3	$324K	Buy	2,887 +1,216	+73%	+$149K	0.05%	177
2023 Q2	$205K	Buy	1,671 +1	+0.1%	+$123	0.03%	203
2023 Q1	$208K	Buy	+1,670	New	+$205K	0.04%	198
2022 Q3	–	Sell	-1,824	Closed	-$215K	–	208
2022 Q2	$215K	Buy	1,824 +281	+18%	+$38.8K	0.05%	180
2022 Q1	$249K	Buy	+1,543	New	+$235K	0.05%	176
2021 Q2	–	Sell	-1,182	Closed	-$125K	–	552
2021 Q1	$125K	Hold	1,182	–	–	0.03%	246
2020 Q4	$118K	Buy	+1,182	New	+$119K	0.06%	193
2020 Q3	–	Sell	-1,210	Closed	-$113K	–	404
2020 Q2	$113K	Buy	+1,210	New	+$108K	0.1%	160
2019 Q4	$88K	Buy	+992	New	+$87.9K	0.08%	182

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return