WT Wealth Management’s Prologis PLD Stock Holding History

WT 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
2023 Q3	–	Sell	-14,661	Closed	-$1.8M	–	114
2023 Q2	$1.8M	Sell	14,661 -1,998	-12%	-$246K	0.75%	31
2023 Q1	$2.08M	Sell	16,659 -781	-4%	-$96K	0.9%	29
2022 Q4	$1.97M	Sell	17,440 -1,017	-6%	-$113K	0.96%	29
2022 Q3	$1.88M	Buy	18,457 +5,496	+42%	+$682K	0.94%	23
2022 Q2	$1.52M	Sell	12,961 -1,883	-13%	-$260K	0.75%	36
2022 Q1	$2.4M	Sell	14,844 -1,291	-8%	-$197K	0.92%	32
2021 Q4	$2.72M	Sell	16,135 -1,669	-9%	-$249K	1%	29
2021 Q3	$2.23M	Buy	17,804 +1,006	+6%	+$131K	0.86%	32
2021 Q2	$2.01M	Sell	16,798 -3,623	-18%	-$424K	0.81%	31
2021 Q1	$2.17M	Buy	20,421 +8,385	+70%	+$854K	1%	26
2020 Q4	$1.2M	Buy	12,036 +2,867	+31%	+$290K	0.65%	57
2020 Q3	$922K	Buy	9,169 +3,576	+64%	+$358K	0.61%	48
2020 Q2	$522K	Buy	+5,593	New	+$499K	0.42%	55

Other funds holding PLD

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

BlackRock New York $5.7T 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

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