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Shum Financial Group’s Prologis PLD Stock Holding History

Shum Financial 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 		$1.29M Sell
9,502
-10
-0.1% -$1.42K 0.78% 35
2026
Q1 		$1.26M Buy
9,512
+32
+0.3% +$4.28K 0.89% 30
2025
Q4 		$1.21M Buy
9,480
+276
+3% +$34.4K 0.87% 31
2025
Q3 		$1.05M Buy
+9,204
New +$1.01M 0.79% 37
2025
Q1 		$1.09M Buy
9,710
+333
+4% +$38.5K 0.94% 36
2024
Q4 		$991K Sell
9,377
-91
-1% -$10.5K 0.86% 37
2024
Q3 		$1.08M Buy
+9,468
New +$1.17M 0.9% 36

Other funds holding PLD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Shum Financial Group's PLD Position: Q2 2026 in Review

Shum Financial Group reduced its Prologis (PLD) stake by 0.11% in Q2 2026, selling an estimated $1.42K and leaving 9,502 shares worth $1.29M. The position accounts for 0.78% of the portfolio, ranked #35.

Shum Financial Group first reported a position in PLD in Q3 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Shum Financial Group held 9,502 shares of Prologis worth $1.29M as of Q2 2026.
  • Shum Financial Group sold 10 Prologis shares in Q2 2026, an estimated $1.42K.
  • Prologis made up 0.78% of Shum Financial Group's portfolio in Q2 2026, its #35 holding.
  • Shum Financial Group first reported a position in Prologis in Q3 2024 and has held it in 7 quarters since.
  • 470 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.