Summit Financial Strategies’s Prologis PLD Stock Holding History

Summit Financial Strategies’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	$251K	Hold	1,900	–	–	0.02%	137
2025 Q4	$243K	Hold	1,900	–	–	0.02%	141
2025 Q3	$218K	Sell	1,900 -66	-3%	-$7.25K	0.02%	138
2025 Q2	$207K	Buy	1,966 +66	+3%	+$6.92K	0.02%	141
2025 Q1	$212K	Hold	1,900	–	–	0.02%	137
2024 Q4	$201K	Hold	1,900	–	–	0.02%	138
2024 Q3	$240K	Hold	1,900	–	–	0.03%	131
2024 Q2	$213K	Hold	1,900	–	–	0.03%	133
2024 Q1	$247K	Hold	1,900	–	–	0.03%	124
2023 Q4	$253K	Hold	1,900	–	–	0.04%	119
2023 Q3	$213K	Hold	1,900	–	–	0.04%	114
2023 Q2	$233K	Hold	1,900	–	–	0.04%	109
2023 Q1	$237K	Hold	1,900	–	–	0.05%	107
2022 Q4	$214K	Buy	+1,900	New	+$210K	0.05%	108

Other funds holding PLD

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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

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