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Prologis, Inc.

PLD Real Estate
$141.77 +$2.8 (2.01%)
Market Cap: $134.91 B
Gurus Holding
9
Popularity Rank
#593
% of Shares Held
0.28%
Net Activity (Q4 2025)
+$99.98 M

Guru Ownership Trend

Guru Analysis for Prologis, Inc. (PLD)

Prologis, Inc. (PLD), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $371.74 M.

Top institutional holders include Cliff Asness and Louis Moore Bacon.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $99.98 M net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Jefferies Group reduced exposure by 83.2%.

Key Holders

Top 5 by Value

$225.42 M
$26.63 M
$22.99 M
$6.49 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$129.67 M
Total Buy Value
New Buys 1
Additions 4
-$29.69 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Prologis, Inc. (PLD)

Major holders include Cliff Asness ($225.42 M), Louis Moore Bacon ($49.9 M), Joel Greenblatt ($26.63 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.62 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $99.98 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited PLD. The total reported sell value was $29.69 M.

Yes, 1 managers opened new positions in PLD, and 4 increased their existing holdings. The total reported buy value was $129.67 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 43.3% 1,765,793 $225.42 M Q4 2025
0.72% New Buy 390,880 $49.9 M Q4 2025
0.10% Add 72.2% 208,611 $26.63 M Q4 2025
0.10% Reduce -9.1% 180,126 $22.99 M Q4 2025
0.06% 50,811 $6.49 M Q4 2025
0.00% Add 15.9% 16,891 $2.16 M Q4 2025
0.00% Add 37.6% 5,121 $653,747 Q4 2025
0.00% Reduce -83.2% 3,795 $484,469 Q4 2025
0.00% 120 $15,319 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form