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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
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 $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

Root Financial Partners's PLD Position: Q1 2026 in Review

Root Financial Partners reduced its Prologis (PLD) stake by 9% in Q1 2026, selling an estimated $12.7K and leaving 964 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #477.

Root Financial Partners first reported a position in PLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $137K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Root Financial Partners held 964 shares of Prologis worth $127K as of Q1 2026.
  • Root Financial Partners sold 95 Prologis shares in Q1 2026, an estimated $12.7K.
  • Prologis made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #477 holding.
  • Root Financial Partners first reported a position in Prologis in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Prologis position peaked at $137K in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.