Prologis (PLD)

• Market cap: $106B
• 1 day: -0.12%
• 5 days: 2.32%
• 1 month: 8.01%
• 3 months: 8.37%
• 6 months: -0.48%
• Year to date: 9.24%
• 1 year: -11.62%
• 5 years: 12.65%
• 10 years: 198.22%
• Sector: Real Estate
• Industry: Industrial REIT

About: Prologis was formed by the June 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1.3 billion square feet of high-quality industrial and logistics facilities across the globe. The company also has a strategic capital business segment that has around $60 billion of third-party AUM. The company is organized into four global divisions (Americas, Europe, Asia, and other Americas) and operates as a real estate investment trust.

Employees: 2,703

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2.18% more ownership

Funds ownership: 92.24% [Q1] → 94.42% (+2.18%) [Q2]

5% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 125

1% more repeat investments, than reductions

Existing positions increased: 585 | Existing positions reduced: 580

1% less call options, than puts

Call options by funds: $593M | Put options by funds: $596M

3% less capital invested

Capital invested by funds: $95.1B [Q1] → $92B (-$3.08B) [Q2]

2% less funds holding

Funds holding: 1,490 [Q1] → 1,462 (-28) [Q2]

23% less funds holding in top 10

Funds holding in top 10: 35 [Q1] → 27 (-8) [Q2]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $113
• Avg. target: $122
• High target: $140

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

B of A Securities Samir Khanal	$130	Buy Upgraded	16 Sep 2025
Evercore ISI Group Steve Sakwa	$113	In-Line Maintained	15 Sep 2025
Barclays Anthony Powell	$118	Overweight Maintained	15 Sep 2025
Scotiabank Nicholas Yulico	$114	Sector Perform Upgraded	27 Aug 2025
Mizuho Vikram Malhotra	$118	Outperform Upgraded	19 Aug 2025