Prologis
PLD
1,645 hedge funds and large institutions have $111B invested in Prologis in 2025 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 724 increasing their positions, 474 reducing their positions, and 83 closing their positions.
200% more first-time investments, than exits
New positions opened: 249 | Existing positions closed: 83
53% more repeat investments, than reductions
Existing positions increased: 724 | Existing positions reduced: 474
16% more funds holding in top 10
Funds holding in top 10: 31 → 36 (+5)
13% more capital invested
Capital invested by funds: $99B → $111B (+$12.4B)
9% more funds holding
Funds holding: 1,510 → 1,645 (+135)
0.83% more ownership
Funds ownership: 93.09% → 93.92% (+0.83%)
12% less call options, than puts
Call options by funds: $409M | Put options by funds: $466M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$439M |
| 2 |
BlackRock
New York
|
+$388M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$254M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$196M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$1.33B |
| 2 |
Morgan Stanley
New York
|
-$439M |
| 3 |
JP Morgan Chase
New York
|
-$280M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$241M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$233M |
PLD Hedge Fund Activity: Q4 2025 in Review
1,645 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q4 2025, worth a combined $111B — up 13% from $99B a quarter earlier.
Buyers outnumbered sellers: 249 funds opened new PLD positions and 83 closed out — a net gain of 166 holders — while 724 added to existing stakes and 474 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $439M. The largest seller was UBS AM, cutting an estimated $1.33B.
- 1,645 institutional investors held Prologis (PLD) as of Q4 2025, up from 1,510 in Q3 2025.
- Funds reported $111B of Prologis stock for Q4 2025, up 13% quarter-over-quarter.
- 249 funds opened new Prologis positions in Q4 2025 and 83 closed out, a net change of +166 holders.
- The largest Prologis buyer in Q4 2025 was Royal Bank of Canada, an estimated $439M added.
- The largest Prologis seller in Q4 2025 was UBS AM, an estimated $1.33B sold.
Based on aggregated 13F filings for Q4 2025.