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Summit Financial’s Prologis PLD Stock Holding History

Summit Financial’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 		$2.36M Sell
17,439
-3,314
-16% -$470K 0.03% 594
2026
Q1 		$2.74M Buy
20,753
+794
+4% +$106K 0.03% 489
2025
Q4 		$2.55M Buy
19,959
+154
+0.8% +$19.2K 0.04% 428
2025
Q3 		$2.27M Buy
19,805
+9,810
+98% +$1.08M 0.03% 447
2025
Q2 		$1.05M Sell
9,995
-4,175
-29% -$438K 0.02% 410
2025
Q1 		$1.58M Buy
14,170
+621
+5% +$71.8K 0.04% 293
2024
Q4 		$1.43M Sell
13,549
-7,683
-36% -$883K 0.05% 256
2024
Q3 		$2.68M Buy
21,232
+707
+3% +$87.7K 0.11% 153
2024
Q2 		$2.31M Buy
20,525
+11,254
+121% +$1.25M 0.11% 140
2024
Q1 		$1.21M Buy
9,271
+388
+4% +$50.7K 0.07% 167
2023
Q4 		$1.18M Buy
8,883
+6
+0.1% +$681 0.08% 155
2023
Q3 		$996K Buy
8,877
+302
+4% +$36.9K 0.07% 159
2023
Q2 		$1.05M Buy
8,575
+6,092
+245% +$749K 0.08% 147
2023
Q1 		$310K Buy
2,483
+689
+38% +$84.7K 0.03% 206
2022
Q4 		$202K Buy
+1,794
New +$199K 0.02% 239

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

Summit Financial's PLD Position: Q2 2026 in Review

Summit Financial reduced its Prologis (PLD) stake by 16% in Q2 2026, selling an estimated $470K and leaving 17,439 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #594.

Summit Financial first reported a position in PLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.74M in Q1 2026. 1,736 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Summit Financial held 17,439 shares of Prologis worth $2.36M as of Q2 2026.
  • Summit Financial sold 3,314 Prologis shares in Q2 2026, an estimated $470K.
  • Prologis made up 0.03% of Summit Financial's portfolio in Q2 2026, its #594 holding.
  • Summit Financial first reported a position in Prologis in Q4 2022 and has held it in 15 quarters since.
  • Summit Financial's Prologis position peaked at $2.74M in Q1 2026.
  • 1,736 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.