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Synergy Financial Group’s Prologis PLD Stock Holding History

Synergy Financial Group’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 		$510K Buy
3,858
+596
+18% +$79.6K 0.38% 56
2025
Q4 		$416K Buy
3,262
+65
+2% +$8.1K 0.29% 66
2025
Q3 		$366K Buy
3,197
+242
+8% +$26.6K 0.25% 68
2025
Q2 		$311K Buy
2,955
+7
+0.2% +$734 0.23% 82
2025
Q1 		$330K Buy
+2,948
New +$341K 0.3% 71

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

Synergy Financial Group's PLD Position: Q1 2026 in Review

Synergy Financial Group increased its Prologis (PLD) stake by 18% in Q1 2026, buying an estimated $79.6K and bringing the position to 3,858 shares worth $510K. The position accounts for 0.38% of the portfolio, ranked #56.

Synergy Financial Group first reported a position in PLD in Q1 2025 and has held it in 5 quarters since. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Synergy Financial Group held 3,858 shares of Prologis worth $510K as of Q1 2026.
  • Synergy Financial Group bought 596 Prologis shares in Q1 2026, an estimated $79.6K.
  • Prologis made up 0.38% of Synergy Financial Group's portfolio in Q1 2026, its #56 holding.
  • Synergy Financial Group first reported a position in Prologis in Q1 2025 and has held it in 5 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

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