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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
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 $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

Summit Financial's PLD Position: Q1 2026 in Review

Summit Financial increased its Prologis (PLD) stake by 4% in Q1 2026, buying an estimated $106K and bringing the position to 20,753 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #489.

Summit Financial first reported a position in PLD in Q4 2022 and has held it in 14 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Summit Financial held 20,753 shares of Prologis worth $2.74M as of Q1 2026.
  • Summit Financial bought 794 Prologis shares in Q1 2026, an estimated $106K.
  • Prologis made up 0.03% of Summit Financial's portfolio in Q1 2026, its #489 holding.
  • Summit Financial first reported a position in Prologis in Q4 2022 and has held it in 14 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.