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Whalen Wealth Management’s Prologis PLD Stock Holding History

Whalen Wealth 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
Q2 		– Sell
-4,993
Closed -$558K – 214
2025
Q1 		$558K Buy
4,993
+1,569
+46% +$182K 0.37% 54
2024
Q4 		$362K Hold
3,424
– – 0.25% 85
2024
Q3 		$432K Sell
3,424
-223
-6% -$27.7K 0.31% 76
2024
Q2 		$410K Buy
+3,647
New +$404K 0.32% 65

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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

Whalen Wealth Management's PLD Position: Q2 2025 in Review

Whalen Wealth Management sold out of Prologis (PLD) in Q2 2025, closing a stake of 4,993 shares — an estimated $558K sold.

Whalen Wealth Management first reported a position in PLD in Q2 2024 and held it in 4 quarters. The position peaked at $558K in Q1 2025. 1,489 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

  • Whalen Wealth Management reported no remaining Prologis position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,993 Prologis shares in Q2 2025, an estimated $558K.
  • Whalen Wealth Management first reported a position in Prologis in Q2 2024 and held it in 4 quarters.
  • Whalen Wealth Management's Prologis position peaked at $558K in Q1 2025.
  • 1,489 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.