Root Financial Partners
PLD icon

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
Q3 		$187K Sell
1,437
-494
-26% -$69.3K 0.01% 469
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's PLD Position: Q3 2026 in Review

Root Financial Partners reduced its Prologis (PLD) stake by 26% in Q3 2026, selling an estimated $69.3K and leaving 1,437 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #469.

Root Financial Partners first reported a position in PLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $262K in Q2 2026. 1,467 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Root Financial Partners held 1,437 shares of Prologis worth $187K as of Q3 2026.
  • Root Financial Partners sold 494 Prologis shares in Q3 2026, an estimated $69.3K.
  • Prologis made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #469 holding.
  • Root Financial Partners first reported a position in Prologis in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Prologis position peaked at $262K in Q2 2026.
  • 1,467 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.