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Waverton Investment Management’s Prologis PLD Stock Holding History

Waverton Investment 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
Q3 		– Sell
-429,412
Closed -$45.1M – 106
2025
Q2 		$45.1M Hold
429,412
– – 0.62% 31
2025
Q1 		$48M Sell
429,412
-81,487
-16% -$9.43M 0.74% 31
2024
Q4 		$54M Buy
510,899
+194,923
+62% +$22.4M 0.86% 28
2024
Q3 		$39.9M Buy
315,976
+27,545
+10% +$3.42M 0.66% 35
2024
Q2 		$32.4M Buy
288,431
+45,774
+19% +$5.07M 0.61% 36
2024
Q1 		$31.6M Buy
242,657
+10,569
+5% +$1.38M 0.66% 34
2023
Q4 		$30.9M Buy
232,088
+13,428
+6% +$1.52M 0.75% 30
2023
Q3 		$24.5M Buy
218,660
+94,520
+76% +$11.6M 0.71% 31
2023
Q2 		$15.2M Buy
+124,140
New +$15.3M 0.43% 39

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waverton Investment Management's PLD Position: Q3 2025 in Review

Waverton Investment Management sold out of Prologis (PLD) in Q3 2025, closing a stake of 429,412 shares — an estimated $45.1M sold.

Waverton Investment Management first reported a position in PLD in Q2 2023 and held it in 9 quarters. The position peaked at $54M in Q4 2024. 1,505 funds tracked by Wall St. Rank hold PLD as of Q3 2025.

  • Waverton Investment Management reported no remaining Prologis position as of Q3 2025 after selling out during the quarter.
  • Waverton Investment Management sold 429,412 Prologis shares in Q3 2025, an estimated $45.1M.
  • Waverton Investment Management first reported a position in Prologis in Q2 2023 and held it in 9 quarters.
  • Waverton Investment Management's Prologis position peaked at $54M in Q4 2024.
  • 1,505 funds tracked by Wall St. Rank held Prologis as of Q3 2025.

Based on Waverton Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.