SageView Advisory Group’s Prologis PLD Stock Holding History

SageView Advisory Group’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	$697K	Sell	5,144 -60	-1%	-$8.51K	0.02%	301
2026 Q1	$688K	Buy	5,204 +1,018	+24%	+$136K	0.03%	285
2025 Q4	$534K	Buy	4,186 +22	+0.5%	+$2.74K	0.02%	346
2025 Q3	$477K	Buy	4,164 +222	+6%	+$24.4K	0.02%	393
2025 Q2	$422K	Buy	3,942 +172	+5%	+$18K	0.02%	409
2025 Q1	$421K	Buy	3,770 +127	+3%	+$14.7K	0.02%	379
2024 Q4	$385K	Sell	3,643 -379	-9%	-$43.6K	0.02%	388
2024 Q3	$508K	Sell	4,022 -4,422	-52%	-$549K	0.03%	299
2024 Q2	$948K	Buy	+8,444	New	+$935K	0.04%	230
2024 Q1	–	Sell	-12,208	Closed	-$1.54M	–	727
2023 Q4	$1.54M	Buy	12,208 +6,290	+106%	+$714K	0.07%	189
2023 Q3	$664K	Sell	5,918 -1,100	-16%	-$135K	0.04%	282
2023 Q2	$861K	Buy	7,018 +221	+3%	+$27.2K	0.05%	250
2023 Q1	$848K	Buy	+6,797	New	+$835K	0.05%	233

Other funds holding PLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageView Advisory Group's PLD Position: Q2 2026 in Review

SageView Advisory Group reduced its Prologis (PLD) stake by 1.2% in Q2 2026, selling an estimated $8.51K and leaving 5,144 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #301.

SageView Advisory Group first reported a position in PLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.54M in Q4 2023. 1,080 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

SageView Advisory Group held 5,144 shares of Prologis worth $697K as of Q2 2026.
SageView Advisory Group sold 60 Prologis shares in Q2 2026, an estimated $8.51K.
Prologis made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #301 holding.
SageView Advisory Group first reported a position in Prologis in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's Prologis position peaked at $1.54M in Q4 2023.
1,080 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.