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Strategic Wealth Partners’s Prologis PLD Stock Holding History

Strategic Wealth 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 		$18.4M Buy
139,045
+3,604
+3% +$482K 1.27% 13
2025
Q4 		$17.3M Buy
135,441
+37,461
+38% +$4.67M 1.18% 18
2025
Q3 		$11.2M Buy
97,980
+3,890
+4% +$428K 0.84% 33
2025
Q2 		$9.89M Buy
+94,090
New +$9.87M 0.78% 37
2024
Q4 		$9.93M Buy
82,149
+14,637
+22% +$1.68M 0.82% 36
2024
Q3 		$8.53M Buy
67,512
+3,248
+5% +$403K 0.82% 34
2024
Q2 		$7.22M Buy
64,264
+18,022
+39% +$2M 0.75% 40
2024
Q1 		$6.02M Buy
46,242
+10,228
+28% +$1.34M 0.66% 54
2023
Q4 		$4.8M Buy
36,014
+17,447
+94% +$1.98M 0.59% 60
2023
Q3 		$2.08M Sell
18,567
-96
-0.5% -$11.7K 0.27% 96
2023
Q2 		$2.29M Buy
18,663
+1,637
+10% +$201K 0.3% 102
2023
Q1 		$2.12M Buy
17,026
+1,720
+11% +$211K 0.33% 87
2022
Q4 		$1.73M Sell
15,306
-4,589
-23% -$508K 0.32% 94
2022
Q3 		$2.02M Buy
19,895
+1,868
+10% +$232K 0.43% 81
2022
Q2 		$2.12M Buy
18,027
+2,879
+19% +$398K 0.46% 78
2022
Q1 		$2.45M Buy
15,148
+2,762
+22% +$421K 0.48% 70
2021
Q4 		$2.08M Buy
12,386
+1,248
+11% +$186K 0.4% 80
2021
Q3 		$1.4M Buy
11,138
+526
+5% +$68.3K 0.41% 66
2021
Q2 		$1.27M Buy
10,612
+38
+0.4% +$4.44K 0.41% 63
2021
Q1 		$1.12M Buy
10,574
+2,499
+31% +$255K 0.45% 58
2020
Q4 		$805K Buy
8,075
+830
+11% +$83.9K 0.34% 76
2020
Q3 		$729K Buy
7,245
+298
+4% +$29.9K 0.37% 71
2020
Q2 		$648K Buy
+6,947
New +$620K 0.33% 79
2019
Q4 		– Sell
-168
Closed -$14 – 400
2019
Q3 		$14 Buy
+168
New +$13.9K ﹤0.01% 470

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

Strategic Wealth Partners's PLD Position: Q1 2026 in Review

Strategic Wealth Partners increased its Prologis (PLD) stake by 2.7% in Q1 2026, buying an estimated $482K and bringing the position to 139,045 shares worth $18.4M. The position accounts for 1.27% of the portfolio, ranked #13.

Strategic Wealth Partners first reported a position in PLD in Q3 2019 and has held it in 24 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Strategic Wealth Partners held 139,045 shares of Prologis worth $18.4M as of Q1 2026.
  • Strategic Wealth Partners bought 3,604 Prologis shares in Q1 2026, an estimated $482K.
  • Prologis made up 1.27% of Strategic Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Strategic Wealth Partners first reported a position in Prologis in Q3 2019 and has held it in 24 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.