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Prologis, Inc.

PLD Real Estate
$145.27 +$0.59 (0.41%)
Market Cap: $138.35 B
Gurus Holding
9
Popularity Rank
#667
% of Shares Held
0.26%
Net Activity (Q1 2026)
-$21.72 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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $356.43 M.

Top institutional holders include Cliff Asness and Jefferies Group.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $21.72 M net outflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 61.4%.

Key Holders

Top 5 by Value

$183.07 M
$48.26 M
$36.89 M
$24.13 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$57.76 M
Total Buy Value
New Buys 0
Additions 5
-$79.48 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Prologis, Inc. (PLD)

Major holders include Cliff Asness ($183.07 M), Jefferies Group ($48.26 M), Joel Greenblatt ($36.89 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.45 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $21.72 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited PLD. The total reported sell value was $79.48 M.

Yes, 0 managers opened new positions in PLD, and 5 increased their existing holdings. The total reported buy value was $57.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Reduce -20.6% 1,401,432 $183.07 M Q1 2026
0.33% Add 9520.1% 365,081 $48.26 M Q1 2026
0.11% Add 33.8% 279,118 $36.89 M Q1 2026
0.11% Add 1.4% 182,586 $24.13 M Q1 2026
0.41% Reduce -61.4% 150,768 $19.93 M Q1 2026
0.07% Reduce -0.3% 50,665 $6.7 M Q1 2026
0.00% Reduce -5.8% 15,909 $2.1 M Q1 2026
0.00% Add 52.6% 7,814 $1.03 M Q1 2026
0.00% Add 47.5% 177 $23,396 Q1 2026
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Transaction
Value
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SEC Form