SOA Wealth Advisors’s Prologis PLD Stock Holding History

SOA Wealth Advisors’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
2025 Q2	–	Sell	-8,958	Closed	-$14.8K	–	919
2025 Q1	$14.8K	Buy	8,958 +8,905	+16,802%	+$1.03M	﹤0.01%	515
2024 Q4	$5.6K	Hold	53	–	–	﹤0.01%	605
2024 Q3	$6.69K	Hold	53	–	–	﹤0.01%	578
2024 Q2	$5.95K	Sell	53 -5	-9%	-$554	﹤0.01%	589
2024 Q1	$7.55K	Hold	58	–	–	﹤0.01%	571
2023 Q4	$7.73K	Hold	58	–	–	﹤0.01%	556
2023 Q3	$6.51K	Hold	58	–	–	﹤0.01%	575
2023 Q2	$7.11K	Hold	58	–	–	﹤0.01%	572
2023 Q1	$7.24K	Hold	58	–	–	﹤0.01%	571
2022 Q4	$6.54K	Hold	58	–	–	﹤0.01%	577
2022 Q3	$5K	Hold	58	–	–	﹤0.01%	610
2022 Q2	$6K	Sell	58 -104	-64%	-$14.4K	﹤0.01%	569
2022 Q1	$26K	Hold	162	–	–	0.01%	414
2021 Q4	$27K	Hold	162	–	–	0.01%	396
2021 Q3	$20K	Hold	162	–	–	0.01%	457
2021 Q2	$19K	Buy	162 +75	+86%	+$8.77K	﹤0.01%	469
2021 Q1	$9K	Hold	87	–	–	﹤0.01%	530
2020 Q4	$9K	Buy	+87	New	+$8.79K	﹤0.01%	532

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return