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Prologis

1,081 hedge funds and large institutions have $87B invested in Prologis in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 462 increasing their positions, 360 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

28% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 360

3% more funds holding

Funds holding: 1,0531,081 (+28)

4% more capital invested

Capital invested by funds: $83.5B → $87B (+$3.47B)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

0.67% less ownership

Funds ownership: 94.63%93.96% (-0.67%)

13% less call options, than puts

Call options by funds: $192M | Put options by funds: $219M

Holders
1,081
Holders Change
+28
Holders Change %
+2.66%
% of All Funds
18.93%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
92
Increased
462
Reduced
360
Closed
52
Calls
$192M
Puts
$219M
Net Calls
-$27.5M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12B -$5.62M -43,307 -0%
BlackRock
2
BlackRock
New York
$9.15B -$223M -1,717,537 -2%
State Street
3
State Street
Massachusetts
$5.46B +$148M +1,139,375 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.72B +$123M +949,830 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.76B -$90.3M -695,752 -3%
AAMU
6
APG Asset Management US
New York
$2.62B -$164M -1,263,500 -6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.45B +$185M +1,426,079 +8%
Cohen & Steers
8
Cohen & Steers
New York
$1.81B -$101M -780,316 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.67B +$26.5M +204,568 +2%
Bank of America
10
Bank of America
North Carolina
$1.64B +$39.2M +301,725 +2%
Northern Trust
11
Northern Trust
Illinois
$1.63B -$9.2M -70,876 -0.5%
Invesco
12
Invesco
Georgia
$1.57B -$25.7M -197,753 -2%
Principal Financial Group
13
Principal Financial Group
Iowa
$1.36B -$162M -1,252,071 -10%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.34B -$18.2M -140,416 -1%
N
15
Nuveen
North Carolina
$1.16B -$80.6M -621,151 -6%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$1.16B +$489M +3,766,367 +69%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.08B -$43.2M -333,034 -4%
Deutsche Bank
18
Deutsche Bank
Germany
$996M +$96.4M +742,493 +10%
RC
19
Resolution Capital
Australia
$936M -$20M -153,766 -2%
UBS AM
20
UBS AM
Illinois
$886M +$12M +92,137 +1%
Morgan Stanley
21
Morgan Stanley
New York
$885M +$54.4M +419,476 +6%
Norges Bank
22
Norges Bank
Norway
$873M
Charles Schwab
23
Charles Schwab
California
$827M +$13.7M +105,728 +2%
CIM
24
Centersquare Investment Management
Pennsylvania
$782M -$23.9M -184,097 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$762M -$4.59M -35,358 -0.6%

PLD Hedge Fund Activity: Q3 2021 in Review

1,081 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q3 2021, worth a combined $87B — up 4.2% from $83.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PLD positions and 52 closed out — a net gain of 40 holders — while 462 added to existing stakes and 360 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $489M. The largest seller was PGGM Investments, cutting an estimated $684M.

  • 1,081 institutional investors held Prologis (PLD) as of Q3 2021, up from 1,053 in Q2 2021.
  • Funds reported $87B of Prologis stock for Q3 2021, up 4.2% quarter-over-quarter.
  • 92 funds opened new Prologis positions in Q3 2021 and 52 closed out, a net change of +40 holders.
  • The largest Prologis buyer in Q3 2021 was Wellington Management Group, an estimated $489M added.
  • The largest Prologis seller in Q3 2021 was PGGM Investments, an estimated $684M sold.

Based on aggregated 13F filings for Q3 2021.