Triad Wealth Partners’s Prologis PLD Stock Holding History

Triad Wealth Partners’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	$612K	Buy	4,245 +1,781	+72%	+$253K	0.04%	281
2026 Q1	$326K	Buy	2,464 +471	+24%	+$62.9K	0.03%	376
2025 Q4	$254K	Buy	+1,993	New	+$248K	0.02%	420
2024 Q3	–	Sell	-485	Closed	-$54.5K	–	670
2024 Q2	$54.5K	Buy	+485	New	+$53.7K	0.03%	220

Other funds holding PLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Triad Wealth Partners's PLD Position: Q2 2026 in Review

Triad Wealth Partners increased its Prologis (PLD) stake by 72% in Q2 2026, buying an estimated $253K and bringing the position to 4,245 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #281.

Triad Wealth Partners first reported a position in PLD in Q2 2024 and has held it in 4 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Triad Wealth Partners held 4,245 shares of Prologis worth $612K as of Q2 2026.
Triad Wealth Partners bought 1,781 Prologis shares in Q2 2026, an estimated $253K.
Prologis made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #281 holding.
Triad Wealth Partners first reported a position in Prologis in Q2 2024 and has held it in 4 quarters since.
1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.