WR Wealth Planners’s Prologis PLD Stock Holding History

WR Wealth Planners’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
2024 Q4	$55.2K	Sell	522 -264	-34%	-$30.3K	0.02%	309
2024 Q3	$99.2K	Buy	786 +14	+2%	+$1.74K	0.03%	265
2024 Q2	$86.7K	Sell	772 -34	-4%	-$3.77K	0.03%	263
2024 Q1	$105K	Buy	+806	New	+$105K	0.03%	250
2023 Q4	–	Sell	-680	Closed	-$76.3K	–	670
2023 Q3	$76.3K	Hold	680	–	–	0.03%	272
2023 Q2	$83.4K	Buy	680 +2	+0.3%	+$246	0.03%	264
2023 Q1	$84.6K	Buy	678 +226	+50%	+$27.8K	0.04%	259
2022 Q4	$50.9K	Buy	452 +190	+73%	+$21K	0.03%	171
2022 Q3	$26.6K	Buy	262 +2	+0.8%	+$248	0.02%	195
2022 Q2	$30.6K	Buy	+260	New	+$35.9K	0.02%	204

Other funds holding PLD

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WR Wealth Planners's PLD Position: Q4 2024 in Review

WR Wealth Planners reduced its Prologis (PLD) stake by 34% in Q4 2024, selling an estimated $30.3K and leaving 522 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #309.

WR Wealth Planners first reported a position in PLD in Q2 2022 and has held it in 10 quarters since. The position peaked at $105K in Q1 2024. 1,479 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

WR Wealth Planners held 522 shares of Prologis worth $55.2K as of Q4 2024.
WR Wealth Planners sold 264 Prologis shares in Q4 2024, an estimated $30.3K.
Prologis made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #309 holding.
WR Wealth Planners first reported a position in Prologis in Q2 2022 and has held it in 10 quarters since.
WR Wealth Planners's Prologis position peaked at $105K in Q1 2024.
1,479 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.