WAAG
PLD icon

Wealth Alliance Advisory Group’s Prologis PLD Stock Holding History

Wealth Alliance Advisory 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
2025
Q1 		– Sell
-7,756
Closed -$820K – 203
2024
Q4 		$820K Buy
7,756
+14
+0.2% +$1.61K 0.17% 81
2024
Q3 		$978K Buy
7,742
+228
+3% +$28.3K 0.21% 77
2024
Q2 		$844K Buy
7,514
+1,829
+32% +$203K 0.19% 79
2024
Q1 		$740K Buy
5,685
+325
+6% +$42.5K 0.17% 80
2023
Q4 		$714K Buy
5,360
+1,469
+38% +$167K 0.19% 76
2023
Q3 		$437K Buy
+3,891
New +$476K 0.13% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Alliance Advisory Group's PLD Position: Q1 2025 in Review

Wealth Alliance Advisory Group sold out of Prologis (PLD) in Q1 2025, closing a stake of 7,756 shares — an estimated $820K sold.

Wealth Alliance Advisory Group first reported a position in PLD in Q3 2023 and held it in 6 quarters. The position peaked at $978K in Q3 2024. 1,507 funds tracked by Wall St. Rank hold PLD as of Q1 2025.

  • Wealth Alliance Advisory Group reported no remaining Prologis position as of Q1 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 7,756 Prologis shares in Q1 2025, an estimated $820K.
  • Wealth Alliance Advisory Group first reported a position in Prologis in Q3 2023 and held it in 6 quarters.
  • Wealth Alliance Advisory Group's Prologis position peaked at $978K in Q3 2024.
  • 1,507 funds tracked by Wall St. Rank held Prologis as of Q1 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2025, filed 10 Apr 2025.