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Root Financial Partners’s Prologis PLD Stock Holding History

Root Financial Partners’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 		$262K Buy
1,931
+967
+100% +$137K 0.01% 318
2026
Q1 		$127K Sell
964
-95
-9% -$12.7K 0.01% 477
2025
Q4 		$135K Sell
1,059
-139
-12% -$17.3K 0.01% 372
2025
Q3 		$137K Buy
+1,198
New +$132K 0.01% 351

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Root Financial Partners's PLD Position: Q2 2026 in Review

Root Financial Partners increased its Prologis (PLD) stake by 100% in Q2 2026, buying an estimated $137K and bringing the position to 1,931 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #318.

Root Financial Partners first reported a position in PLD in Q3 2025 and has held it in 4 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Root Financial Partners held 1,931 shares of Prologis worth $262K as of Q2 2026.
  • Root Financial Partners bought 967 Prologis shares in Q2 2026, an estimated $137K.
  • Prologis made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #318 holding.
  • Root Financial Partners first reported a position in Prologis in Q3 2025 and has held it in 4 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.