UCFA
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United Capital Financial Advisors’s Prologis PLD Stock Holding History

United Capital Financial Advisors’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 		$6.5M Buy
49,142
+939
+2% +$125K 0.04% 314
2025
Q4 		$6.15M Buy
48,203
+1,084
+2% +$135K 0.04% 315
2025
Q3 		$5.4M Buy
47,119
+1,724
+4% +$190K 0.04% 296
2025
Q2 		$4.77M Sell
45,395
-11,630
-20% -$1.22M 0.04% 288
2025
Q1 		$6.37M Buy
57,025
+3,602
+7% +$417K 0.05% 240
2024
Q4 		$5.65M Sell
53,423
-4,144
-7% -$476K 0.05% 245
2024
Q3 		$7.27M Buy
57,567
+782
+1% +$97K 0.06% 215
2024
Q2 		$6.38M Buy
56,785
+1,349
+2% +$149K 0.05% 229
2024
Q1 		$7.22M Buy
55,436
+667
+1% +$87.2K 0.06% 218
2023
Q4 		$7.3M Sell
54,769
-2,171
-4% -$246K 0.06% 233
2023
Q3 		$6.39M Sell
56,940
-10,787
-16% -$1.32M 0.04% 274
2023
Q2 		$8.31M Sell
67,727
-80
-0.1% -$9.84K 0.05% 262
2023
Q1 		$8.46M Sell
67,807
-712
-1% -$87.5K 0.05% 259
2022
Q4 		$7.72M Buy
68,519
+4,565
+7% +$506K 0.04% 282
2022
Q3 		$6.5M Sell
63,954
-10,273
-14% -$1.27M 0.04% 295
2022
Q2 		$8.73M Buy
74,227
+1,292
+2% +$179K 0.05% 270
2022
Q1 		$11.8M Sell
72,935
-1,981
-3% -$302K 0.06% 256
2021
Q4 		$12.6M Buy
74,916
+283
+0.4% +$42.2K 0.06% 258
2021
Q3 		$9.36M Buy
74,633
+3,048
+4% +$396K 0.05% 288
2021
Q2 		$8.56M Buy
71,585
+2,247
+3% +$263K 0.04% 293
2021
Q1 		$7.35M Buy
69,338
+6,465
+10% +$659K 0.04% 300
2020
Q4 		$6.27M Sell
62,873
-19,639
-24% -$1.99M 0.04% 314
2020
Q3 		$8.3M Sell
82,512
-5,806
-7% -$582K 0.05% 274
2020
Q2 		$8.24M Buy
88,318
+4,585
+5% +$409K 0.06% 281
2020
Q1 		$6.73M Buy
83,733
+933
+1% +$81.5K 0.06% 295
2019
Q4 		$7.38M Buy
82,800
+13,293
+19% +$1.18M 0.05% 350
2019
Q3 		$5.92M Sell
69,507
-6,862
-9% -$568K 0.04% 372
2019
Q2 		$6.12M Buy
76,369
+4,342
+6% +$330K 0.04% 384
2019
Q1 		$5.18M Buy
72,027
+17,766
+33% +$1.21M 0.04% 404
2018
Q4 		$3.19M Sell
54,261
-4,694
-8% -$304K 0.03% 459
2018
Q3 		$4M Buy
58,955
+15,412
+35% +$1.01M 0.03% 475
2018
Q2 		$2.86M Sell
43,543
-8,812
-17% -$567K 0.02% 515
2018
Q1 		$3.3M Sell
52,355
-3,912
-7% -$243K 0.03% 480
2017
Q4 		$3.64M Sell
56,267
-706
-1% -$46.1K 0.03% 466
2017
Q3 		$3.62M Sell
56,973
-9,116
-14% -$562K 0.03% 445
2017
Q2 		$3.88M Sell
66,089
-4,621
-7% -$257K 0.03% 430
2017
Q1 		$3.67M Buy
70,710
+4,526
+7% +$230K 0.03% 431
2016
Q4 		$3.49M Sell
66,184
-2,863
-4% -$146K 0.03% 445
2016
Q3 		$3.7M Buy
69,047
+5,685
+9% +$300K 0.04% 447
2016
Q2 		$3.1M Buy
63,362
+77
+0.1% +$3.62K 0.03% 455
2016
Q1 		$2.8M Buy
63,285
+8,488
+15% +$341K 0.03% 461
2015
Q4 		$2.35M Sell
54,797
-92,395
-63% -$3.9M 0.03% 517
2015
Q3 		$5.73M Buy
147,192
+34,925
+31% +$1.37M 0.07% 293
2015
Q2 		$4.17M Buy
112,267
+17,571
+19% +$715K 0.05% 385
2015
Q1 		$3.81M Buy
94,696
+70,943
+299% +$3.11M 0.05% 395
2014
Q4 		$1.02M Buy
23,753
+3,938
+20% +$162K 0.02% 648
2014
Q3 		$747K Buy
19,815
+520
+3% +$21.1K 0.01% 686
2014
Q2 		$793K Buy
19,295
+12,002
+165% +$493K 0.01% 603
2014
Q1 		$298K Buy
+7,293
New +$287K 0.01% 784

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

United Capital Financial Advisors's PLD Position: Q1 2026 in Review

United Capital Financial Advisors increased its Prologis (PLD) stake by 1.9% in Q1 2026, buying an estimated $125K and bringing the position to 49,142 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #314.

United Capital Financial Advisors first reported a position in PLD in Q1 2014 and has held it in 49 quarters since. The position peaked at $12.6M in Q4 2021. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • United Capital Financial Advisors held 49,142 shares of Prologis worth $6.5M as of Q1 2026.
  • United Capital Financial Advisors bought 939 Prologis shares in Q1 2026, an estimated $125K.
  • Prologis made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #314 holding.
  • United Capital Financial Advisors first reported a position in Prologis in Q1 2014 and has held it in 49 quarters since.
  • United Capital Financial Advisors's Prologis position peaked at $12.6M in Q4 2021.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

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