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Summit Wealth Group (Colorado)’s Prologis PLD Stock Holding History

Summit Wealth Group (Colorado)’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 		$212K Buy
+1,601
New +$214K 0.02% 322
2025
Q4 		– Sell
-87,718
Closed -$3.17M – 406
2025
Q3 		$3.17M Buy
+87,718
New +$9.64M 0.49% 35

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 Wealth Group (Colorado)'s PLD Position: Q1 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Prologis (PLD) in Q1 2026: 1,601 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in PLD as recently as Q3 2025.

Summit Wealth Group (Colorado) first reported a position in PLD in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.17M in Q3 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Summit Wealth Group (Colorado) held 1,601 shares of Prologis worth $212K as of Q1 2026.
  • Prologis was a new Summit Wealth Group (Colorado) position in Q1 2026.
  • Prologis made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #322 holding.
  • Summit Wealth Group (Colorado) first reported a position in Prologis in Q3 2025 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s Prologis position peaked at $3.17M in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.