Sandler Capital Management’s Prologis PLD Stock Holding History

Sandler Capital Management’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	$4.41M	Sell	33,376 -12,487	-27%	-$1.67M	2.28%	6
2025 Q4	$5.85M	Buy	45,863 +18,474	+67%	+$2.3M	1.92%	6
2025 Q3	$3.14M	Buy	27,389 +4,268	+18%	+$469K	0.92%	30
2025 Q2	$2.43M	Buy	23,121 +21,121	+1,056%	+$2.22M	0.66%	61
2025 Q1	$224K	Buy	2,000 +100	+5%	+$11.6K	0.06%	118
2024 Q4	$201K	Hold	1,900	–	–	0.02%	151
2024 Q3	$240K	Hold	1,900	–	–	0.03%	140
2024 Q2	$213K	Hold	1,900	–	–	0.02%	121
2024 Q1	$247K	Hold	1,900	–	–	0.02%	134
2023 Q4	$253K	Hold	1,900	–	–	0.02%	102
2023 Q3	$213K	Hold	1,900	–	–	0.02%	106
2023 Q2	$233K	Hold	1,900	–	–	0.02%	89
2023 Q1	$237K	Hold	1,900	–	–	0.02%	95
2022 Q4	$214K	Sell	1,900 -29,741	-94%	-$3.29M	0.02%	89
2022 Q3	$3.21M	Buy	31,641 +347	+1%	+$43K	0.45%	58
2022 Q2	$3.68M	Sell	31,294 -38,507	-55%	-$5.32M	0.39%	70
2022 Q1	$11.3M	Buy	69,801 +10,120	+17%	+$1.54M	0.99%	41
2021 Q4	$10M	Sell	59,681 -55,534	-48%	-$8.29M	0.87%	49
2021 Q3	$14.5M	Buy	115,215 +8,780	+8%	+$1.14M	1.28%	28
2021 Q2	$12.7M	Buy	106,435 +104,410	+5,156%	+$12.2M	0.99%	45
2021 Q1	$215K	Hold	2,025	–	–	0.02%	104
2020 Q4	$202K	Hold	2,025	–	–	0.02%	73
2020 Q3	$204K	Buy	+2,025	New	+$203K	0.02%	74

Other funds holding PLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sandler Capital Management's PLD Position: Q1 2026 in Review

Sandler Capital Management reduced its Prologis (PLD) stake by 27% in Q1 2026, selling an estimated $1.67M and leaving 33,376 shares worth $4.41M. The position accounts for 2.28% of the portfolio, ranked #6.

Sandler Capital Management first reported a position in PLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.5M in Q3 2021. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

Sandler Capital Management held 33,376 shares of Prologis worth $4.41M as of Q1 2026.
Sandler Capital Management sold 12,487 Prologis shares in Q1 2026, an estimated $1.67M.
Prologis made up 2.28% of Sandler Capital Management's portfolio in Q1 2026, its #6 holding.
Sandler Capital Management first reported a position in Prologis in Q3 2020 and has held it in 23 quarters since.
Sandler Capital Management's Prologis position peaked at $14.5M in Q3 2021.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Sandler Capital Management's 13F filing for Q1 2026, filed 15 May 2026.