Synergy Asset Management’s Prologis PLD Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-10,138	Closed	-$1.06M	–	641
2024 Q4	$1.06M	Buy	+10,138	New	+$1.17M	0.08%	115

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synergy Asset Management's PLD Position: Q1 2025 in Review

Synergy Asset Management sold out of Prologis (PLD) in Q1 2025, closing a stake of 10,138 shares — an estimated $1.06M sold.

Synergy Asset Management first reported a position in PLD in Q4 2024 and held it in 1 quarter. The position peaked at $1.06M in Q4 2024. 1,507 funds tracked by Wall St. Rank hold PLD as of Q1 2025.

Synergy Asset Management reported no remaining Prologis position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 10,138 Prologis shares in Q1 2025, an estimated $1.06M.
Synergy Asset Management first reported a position in Prologis in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Prologis position peaked at $1.06M in Q4 2024.
1,507 funds tracked by Wall St. Rank held Prologis as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.