SWP
PLD icon

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
Q2 		$20.2M Buy
149,115
+10,070
+7% +$1.43M 1.25% 16
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strategic Wealth Partners's PLD Position: Q2 2026 in Review

Strategic Wealth Partners increased its Prologis (PLD) stake by 7.2% in Q2 2026, buying an estimated $1.43M and bringing the position to 149,115 shares worth $20.2M. The position accounts for 1.25% of the portfolio, ranked #16.

Strategic Wealth Partners first reported a position in PLD in Q3 2019 and has held it in 25 quarters since. 1,736 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Strategic Wealth Partners held 149,115 shares of Prologis worth $20.2M as of Q2 2026.
  • Strategic Wealth Partners bought 10,070 Prologis shares in Q2 2026, an estimated $1.43M.
  • Prologis made up 1.25% of Strategic Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Strategic Wealth Partners first reported a position in Prologis in Q3 2019 and has held it in 25 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.