Values First Advisors’s Prologis PLD Stock Holding History

Values First 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
2025 Q2	–	Sell	-1,918	Closed	-$214K	–	192
2025 Q1	$214K	Sell	1,918 -15	-0.8%	-$1.74K	0.12%	157
2024 Q4	$204K	Buy	1,933 +598	+45%	+$68.7K	0.11%	161
2024 Q3	$169K	Buy	+1,335	New	+$166K	0.09%	159
2024 Q1	–	Sell	-2,981	Closed	-$397K	–	176
2023 Q4	$397K	Sell	2,981 -3,549	-54%	-$403K	0.24%	115
2023 Q3	$733K	Buy	6,530 +367	+6%	+$44.9K	0.47%	62
2023 Q2	$756K	Buy	6,163 +249	+4%	+$30.6K	0.46%	68
2023 Q1	$738K	Buy	5,914 +1,214	+26%	+$149K	0.47%	63
2022 Q4	$530K	Buy	4,700 +2,233	+91%	+$247K	0.37%	74
2022 Q3	$251K	Buy	2,467 +468	+23%	+$58K	0.18%	121
2022 Q2	$235K	Sell	1,999 -65	-3%	-$8.99K	0.17%	124
2022 Q1	$333K	Sell	2,064 -281	-12%	-$42.9K	0.21%	121
2021 Q4	$395K	Buy	+2,345	New	+$350K	0.23%	112

Other funds holding PLD

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Values First Advisors's PLD Position: Q2 2025 in Review

Values First Advisors sold out of Prologis (PLD) in Q2 2025, closing a stake of 1,918 shares — an estimated $214K sold.

Values First Advisors first reported a position in PLD in Q4 2021 and held it in 12 quarters. The position peaked at $756K in Q2 2023. 1,492 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

Values First Advisors reported no remaining Prologis position as of Q2 2025 after selling out during the quarter.
Values First Advisors sold 1,918 Prologis shares in Q2 2025, an estimated $214K.
Values First Advisors first reported a position in Prologis in Q4 2021 and held it in 12 quarters.
Values First Advisors's Prologis position peaked at $756K in Q2 2023.
1,492 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

Based on Values First Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.