West Financial Advisors’s Prologis PLD Stock Holding History

West 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	–	Sell	-56	Closed	-$7.15K	–	225
2025 Q4	$7.15K	Buy	+56	New	+$6.98K	﹤0.01%	157

Other funds holding PLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Financial Advisors's PLD Position: Q1 2026 in Review

West Financial Advisors sold out of Prologis (PLD) in Q1 2026, closing a stake of 56 shares — an estimated $7.15K sold.

West Financial Advisors first reported a position in PLD in Q4 2025 and held it in 1 quarter. The position peaked at $7.15K in Q4 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

West Financial Advisors reported no remaining Prologis position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 56 Prologis shares in Q1 2026, an estimated $7.15K.
West Financial Advisors first reported a position in Prologis in Q4 2025 and held it in 1 quarter.
West Financial Advisors's Prologis position peaked at $7.15K in Q4 2025.
1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.