Prologis, Inc. $PLD is B&I Capital AG’s Largest Position

B&I Capital AG increased its holdings in shares of Prologis, Inc. (NYSE:PLD) by 11.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 332,721 shares of the real estate investment trust’s stock after acquiring an additional 35,000 shares during the period. Prologis makes up 15.0% of B&I Capital AG’s investment portfolio, making the stock its largest holding. B&I Capital AG’s holdings in Prologis were worth $43,979,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Nvwm LLC raised its stake in shares of Prologis by 6,069.7% in the fourth quarter. Nvwm LLC now owns 15,486 shares of the real estate investment trust’s stock worth $1,977,000 after purchasing an additional 15,235 shares during the last quarter. Murphy Middleton Hinkle & Parker Inc. purchased a new stake in shares of Prologis during the fourth quarter valued at $2,581,000. Avanza Fonder AB boosted its position in shares of Prologis by 8.4% during the fourth quarter. Avanza Fonder AB now owns 70,789 shares of the real estate investment trust’s stock valued at $9,037,000 after buying an additional 5,508 shares during the last quarter. Swiss Life Asset Management Ltd increased its holdings in Prologis by 19.6% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 172,836 shares of the real estate investment trust’s stock worth $19,793,000 after buying an additional 28,349 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Prologis by 45.4% in the 2nd quarter. Schnieders Capital Management LLC. now owns 10,728 shares of the real estate investment trust’s stock worth $1,128,000 after buying an additional 3,350 shares in the last quarter. Hedge funds and other institutional investors own 93.50% of the company’s stock.

Key Headlines Impacting Prologis

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Prologis reported Q2 FFO and revenue ahead of estimates, reflecting stronger rental income and leasing performance. PLD’s Q2 Core FFO Beat Estimates, Revenues Rise on Higher Rental Income
• Positive Sentiment: The company raised full-year 2026 earnings guidance again, signaling improving operating momentum and stronger-than-expected fundamentals. Prologis Reports Second Quarter 2026 Results
• Positive Sentiment: Management highlighted record leasing activity and said demand is improving, including from AI-related warehouse needs, which supports the long-term growth outlook. Prologis seeing demand bump for logistics warehouses
• Positive Sentiment: Prologis also said AI spending could create millions of square feet of new warehouse demand, adding another growth catalyst for its logistics portfolio. Prologis Sees AI Spending Creating Millions of Square Feet of New Warehouse Demand
• Neutral Sentiment: Investors are also digesting the Q2 earnings call transcript and conference-call details for more color on leasing trends, development activity, and capital allocation. Prologis, Inc. (PLD) Q2 2026 Earnings Call Transcript

Analyst Ratings Changes

Several research firms have issued reports on PLD. Scotiabank cut shares of Prologis from a “sector outperform” rating to a “sector perform” rating and lowered their target price for the company from $154.00 to $146.00 in a research note on Thursday, June 18th. Wall Street Zen lowered shares of Prologis from a “hold” rating to a “sell” rating in a research note on Saturday, June 27th. Raymond James Financial began coverage on shares of Prologis in a report on Thursday, June 18th. They set a “market perform” rating for the company. Evercore set a $135.00 price objective on shares of Prologis in a report on Friday, April 17th. Finally, Wells Fargo & Company increased their price objective on shares of Prologis from $155.00 to $167.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Fifteen research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $152.81.

Prologis Stock Performance

PLD opened at $149.96 on Friday. Prologis, Inc. has a fifty-two week low of $103.41 and a fifty-two week high of $150.18. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.51 and a current ratio of 0.51. The company has a fifty day moving average of $143.02 and a 200 day moving average of $137.82. The stock has a market capitalization of $139.81 billion, a price-to-earnings ratio of 37.77 and a beta of 1.32.

Prologis (NYSE:PLD) last released its quarterly earnings results on Thursday, April 16th. The real estate investment trust reported $1.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.24. The company had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $2.12 billion. Prologis had a net margin of 41.54% and a return on equity of 6.47%. Prologis’s revenue was up 6.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.43 earnings per share. As a group, sell-side analysts forecast that Prologis, Inc. will post 6.17 earnings per share for the current fiscal year.

Prologis Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Tuesday, June 16th were paid a dividend of $1.07 per share. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $4.28 dividend on an annualized basis and a dividend yield of 2.9%. Prologis’s dividend payout ratio is currently 107.81%.

Insider Activity at Prologis

In other news, CFO Timothy D. Arndt sold 3,597 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $150.00, for a total value of $539,550.00. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.52% of the company’s stock.

About Prologis

Prologis, Inc is a real estate investment trust (REIT) specializing in logistics and distribution facilities. The company focuses on acquiring, developing, and managing high-quality industrial real estate assets that support supply chain infrastructure for third-party logistics providers, e-commerce businesses, retailers and manufacturers. Its portfolio primarily consists of warehouse and distribution centers designed to optimize goods movement and storage near key transportation hubs.

With a global presence, Prologis serves customers across the Americas, Europe and Asia Pacific.