Stocklore

Prologis, Inc. (PLD)

REITs · US stock

What changed in recent filings

  • Revenue +11% YoYQuarter ended Jun 30, 2026
  • Real Estate Operations segment 93% → 90%Sep 30, 2024 → Jun 30, 2026
  • Institutions — 1 new · 2 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Prologis, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 16, 2026
    Revenue +11.1% YoY · EPS $1.13
    Released before the open: Jul 15 close → Jul 16 close, the stock moved +4.6% · over the same window, market -0.5% · sector +3.1%
  • 26Q1Released Apr 16, 2026
    Revenue +7.4% YoY · EPS $1.05
    Released before the open: Apr 15 close → Apr 16 close, the stock moved +1.7% · over the same window, market +0.2% · sector +1.1%
  • 25Q4Released Jan 21, 2026
    Revenue +2.4% YoY · EPS $1.49
    Released before the open: Jan 20 close → Jan 21 close, the stock moved +0.3% · over the same window, market +1.2% · sector +0.3%
  • 25Q3Released Oct 15, 2025
    Revenue +8.7% YoY · EPS $0.82
    Released before the open: Oct 14 close → Oct 15 close, the stock moved +6.3% · over the same window, market +0.4% · sector +1.4%

Institutions holding Prologis, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 32019 Q2 · 32019 Q3 · 42019 Q4 · 22020 Q1 · 42020 Q2 · 32020 Q3 · 32020 Q4 · 62021 Q1 · 72021 Q2 · 72021 Q3 · 82021 Q4 · 72022 Q1 · 72022 Q2 · 72022 Q3 · 72022 Q4 · 62023 Q1 · 62023 Q2 · 72023 Q3 · 92023 Q4 · 72024 Q1 · 82024 Q2 · 62024 Q3 · 72024 Q4 · 72025 Q1 · 72025 Q2 · 72025 Q3 · 52025 Q4 · 62026 Q1 · 52026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Prologis, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.25% of portfolio · held as of 2019 Q1 or earlier
  • Caisse de depot (Quebec)0.22% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Counder 0.01% of portfolio · since 2021 Q1
  • Moore Capital Management0.34% of portfolio · since 2025 Q4
  • Point72 Asset ManagementNew this quarter0.03% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Prologis, Inc. is a global logistics real estate company that owns, develops, operates, and leases industrial properties used for warehousing, distribution, and fulfillment. The company serves a broad customer base that includes manufacturers, retailers, e-commerce operators, transportation firms, and third-party logistics providers, with facilities positioned near major ports, airports, highways, and population centers. Its portfolio supports essential supply chain activity by providing space for inventory storage, order processing, and regional distribution. Prologis also offers strategic capital services through co-investment ventures and related real estate management activities, while complementing its core property business with customer-focused solutions in energy, sustainability, and mobility. Headquartered in San Francisco, California, Prologis plays a central role in the infrastructure that underpins global commerce and modern logistics networks.

What is the REITs sector?

Real estate investment trusts. Rate-sensitive, with high dividend yields.

Prologis, Inc. is classified under the REITs sector. See peers below.

Prologis, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Prologis, Inc. vs REITs sector benchmark

Median of 10 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
7.3%vs benchmark 9.6%↓ below
Operating margin
51.6%vs benchmark 44.9%↑ above
Net margin
46.7%vs benchmark 27.8%↑ above
ROE
2.8%vs benchmark 8.4%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

PLD revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $2.4B, +11.1% YoY.

The largest segment is Real Estate Operations, 90.0% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Real Estate Operations segment (about 61% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

PLD segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
Real Estate Operations 90%Strategic Capital 10%

ETFs holding Prologis, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLREState Street(R) Real Estate Select Sector SPDR(R) ETF
8.68%
VTVVANGUARD VALUE INDEX FUND
0.47%
VOOVANGUARD 500 INDEX FUND
0.20%
SPY
0.20%
IVViShares Core S&P 500 ETF
0.20%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.17%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.17%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.16%

PLD on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the REITs average
See full PLD analysis →

Peers · REITs

PLD FAQ

What is Prologis, Inc. (PLD)?

Prologis, Inc. is a global logistics real estate company that owns, develops, operates, and leases industrial properties used for warehousing, distribution, and fulfillment. The company serves a broad customer base that includes manufacturers, retailers, e-commerce operators, transportation firms, and third-party logistics providers, with facilities positioned near major ports, airports, highways, and population centers. Its portfolio supports essential supply chain activity by providing space for inventory storage, order processing, and regional distribution. Prologis also offers strategic capital services through co-investment ventures and related real estate management activities, while complementing its core property business with customer-focused solutions in energy, sustainability, and mobility. Headquartered in San Francisco, California, Prologis plays a central role in the infrastructure that underpins global commerce and modern logistics networks.

What sector is Prologis, Inc. in?

Prologis, Inc. is classified under REITs. Real estate investment trusts. Rate-sensitive, with high dividend yields.

What are Prologis, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 7.3%, Operating margin 51.6%, Net margin 46.7%, ROE 2.8%, Debt-to-equity 0.68x. Definitions and interpretation are available on Stocklore.

What are Prologis, Inc.'s main revenue segments?

The largest segment is Real Estate Operations, about 90.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Prologis, Inc. (PLD) stock?

On Stocklore you can see PLD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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