PLD

Prologis, Inc.

OTC · Real Estate Investment Trusts · Inc. MD · CIK 0001045609
$148.74 +1.05% $138.7B
32 New Institutional Positions18 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$138.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (66%)
Inst. Holders50 funds
Inst. Value$76.2B
Inst. Activity32 buys / 18 sells
Insider Activity1B / 5S
Insider Net $-$11.2K
Reddit Sentiment67° Warm
SEC Reports1
Congressional2 trades
Exchange OTC·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001045609·Prev Close $147.19

Recent Activity

Jun 11, 2026 short_volume
Short Volume: PLD — 62.0% short (0.6M / 1.0M)
Short: 595,305 | Exempt: 589 | TRF Vol: 959,937 | Short Ratio: 62.0% | Off-exchange volume (dark poo
May 29, 2026 Insider
Letter Daniel acquired via exercise 50,000 shares
Chief Executive Officer @ $0.0100 ($500.00)
Apr 28, 2026 Insider
OCONNOR DAVID P was granted 1,695 shares
Director
Apr 28, 2026 Insider
KENNARD LYDIA H acquired via exercise 1,984 shares
Director
Mar 20, 2026 Congress
Kevin Hern sell
$50,001 - $100,000 — House
Mar 19, 2026 SEC
Prologis, Inc. (PLDGP) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting. The document outlin
DEFA14A — Impact 3/10
Inst.
Capital International Investors — TRIM
3,828,558 shares ($506.1M)
Inst.
HEALTHCARE OF ONTARIO PENSION — ADD
1,602,919 shares ($211.9M)

Price Targets

$152.30 +2.4% upside Hold
Current $148.74 Low $130.00 Median $154.00 High $167.00 20 analysts
$130.00 $167.00

Analyst Ratings

Buy66% buy · 29 analysts
7Strong Buy
12Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 27, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 BMO Capital UPGRADE Market Perform → Outperform
Apr 28, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
Apr 27, 2026 Truist Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.79 $0.77 — $0.83 33% YoY 4
Next Q $0.76 $0.68 — $0.81 -4% YoY 4
Current FY $2.87 $2.39 — $3.36 -17% YoY 2
Next FY $3.35 ▼ -1.4% $2.67 — $3.88 17% YoY 4

Top Institutional Holders

FundValueMove
BlackRock, Inc.$13.3B
VANGUARD CAPITAL MANAGEMENT LLC$8.0B
STATE STREET CORP$7.4B
VANGUARD PORTFOLIO MANAGEMENT LLC$7.1B
APG Asset Management US$2.6B

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Letter DanielM$500.00
Apr 28, 2026OCONNOR DAVIDA$0.00
Apr 28, 2026KENNARD LYDIAM$0.00
Apr 28, 2026KENNARD LYDIAM$0.00
Apr 28, 2026KENNARD LYDIAA$0.00

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish

Congressional Trades

2 members: 0 buys, 2 sells
MemberPartyTypeAmount
Kevin HernRSELL$50,001 - $100,000
David TaylorRSELL$1,001 - $15,000
50 institutional holders with $76.2B total value (576,279,790 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.100,414,059$13.3B17.4%
2VANGUARD CAPITAL MANAGEMENT LLC60,308,417$8.0B10.5%
3STATE STREET CORP56,033,266$7.4B9.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC53,878,755$7.1B9.3%
5APG Asset Management US Inc.19,286,830$2.6B3.4%
6Capital Research Global Investors16,940,418$2.2B2.9%
7FMR LLC16,554,435$2.2B2.9%
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/14,063,332$1.9B2.5%
9MORGAN STANLEY13,911,313$1.8B2.4%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC11,894,627$1.6B2.1%
11DIMENSIONAL FUND ADVISORS LP11,565,453$1.5B2.0%
12Legal & General Group Plc11,188,239$1.5B1.9%
13Nuveen, LLC11,154,654$1.5B1.9%
14FRANKLIN RESOURCES INC10,591,811$1.4B1.8%
15BANK OF AMERICA CORP /DE/10,307,187$1.4B1.8%
16ROYAL BANK OF CANADA9,656,978$1.3B1.7%
17Invesco Ltd.9,636,029$1.3B1.7%
18WELLS FARGO & COMPANY/MN9,387,850$1.2B1.6%
19GOLDMAN SACHS GROUP INC8,998,804$1.2B1.6%
20DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,564,701$1.1B1.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital International InvestorsTRIM5,314,5573,828,558-28.0%$506.1M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD916,2531,602,919+74.9%$211.9M2026-Q1
JENNISON ASSOCIATES LLCADD1,074,0221,414,743+31.7%$187.0M2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT3,848,711886,462-77.0%$117.2M2026-Q1
MARSHALL WACE, LLPADD504,500758,752+50.4%$100.3M2026-Q1
1832 Asset Management L.P.TRIM1,669,209709,641-57.5%$93.8M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED95,366557,835+484.9%$73.7M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED20,447497,853+2334.8%$65.8M2026-Q1
MACKENZIE FINANCIAL CORPADD382,554492,547+28.8%$65.1M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM686,642491,891-28.4%$65.0M2026-Q1
Alyeska Investment Group, L.P.NEW409,005$54.1M2026-Q1
Freestone Grove Partners LPNEW370,508$49.0M2026-Q1
PINEBRIDGE INVESTMENTS LLCTRIM542,441359,891-33.7%$47.6M2026-Q1
FIRST TRUST ADVISORS LPADD228,672317,095+38.7%$41.9M2026-Q1
Gotham Asset Management, LLCADD208,611279,118+33.8%$36.9M2026-Q1
TORONTO DOMINION BANKTRIM549,744273,474-50.3%$36.1M2026-Q1
Jain Global LLCDOUBLED98,465270,756+175.0%$35.8M2026-Q1
NATIXISTRIM675,859260,694-61.4%$34.5M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD157,421254,233+61.5%$33.6M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD182,572240,022+31.5%$31.7M2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/NEW212,345$28.1M2026-Q1
CIBC WORLD MARKET INC.TRIM446,917194,429-56.5%$25.7M2026-Q1
Zurich Insurance Group Ltd/FITRIM288,870184,787-36.0%$24.4M2026-Q1
EP Wealth Advisors, LLCDOUBLED35,686165,306+363.2%$21.9M2026-Q1
Envestnet Portfolio Solutions, Inc.TRIM254,740153,739-39.6%$20.3M2026-Q1
13 unique insiders with 45 transactions. Net insider value: -$11.2K ($1.4K bought, $12.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Letter DanielChief Executive OfficerEXERCISE50,000$0.0100$500.00
Apr 28, 2026OCONNOR DAVID PDirectorAWARD1,695
Apr 28, 2026KENNARD LYDIA HDirectorEXERCISE1,984
Apr 28, 2026KENNARD LYDIA HDirectorEXERCISE1,984.549
Apr 28, 2026KENNARD LYDIA HDirectorAWARD1,695
Apr 28, 2026Modjtabai AvidDirectorEXERCISE1,984
Apr 28, 2026Modjtabai AvidDirectorEXERCISE1,984.549
Apr 28, 2026Modjtabai AvidDirectorAWARD1,695
Apr 28, 2026Metcalfe Guy ADirectorAWARD1,695
Apr 28, 2026FOTIADES GEORGE LDirectorAWARD1,695
Apr 28, 2026LYONS IRVING F IIIDirectorEXERCISE43,830.311
Apr 28, 2026Connor James B.DirectorEXERCISE1,984
Apr 28, 2026Connor James B.DirectorAWARD1,695
Apr 28, 2026Connor James B.DirectorEXERCISE1,984.549
Apr 28, 2026BITA CRISTINA GABRIELADirectorAWARD1,695
Apr 28, 2026Piani OlivierDirectorAWARD1,984
Apr 28, 2026Piani OlivierDirectorTAX W/H595$141.53$84.2K
Apr 28, 2026Piani OlivierDirectorEXERCISE1,984.549
Apr 28, 2026Piani OlivierDirectorAWARD1,695
Apr 28, 2026Slusser Sarah ADirectorAWARD1,695
Apr 28, 2026LYONS IRVING F IIIDirectorCONVERT43,825$141.53$6.2M
Mar 31, 2026Letter DanielChief Executive OfficerEXERCISE16,000$0.0100$160.00
Mar 31, 2026Moghadam HamidDirectorGIFT852,817$0.0100$8.5K
Mar 31, 2026BITA CRISTINA GABRIELADirectorAWARD66.172
Mar 31, 2026BITA CRISTINA GABRIELADirectorAWARD226
Mar 31, 2026Connor James B.DirectorAWARD52.727
Mar 31, 2026FOTIADES GEORGE LDirectorAWARD188.074
Mar 31, 2026FOTIADES GEORGE LDirectorAWARD368.735
Mar 31, 2026KENNARD LYDIA HDirectorAWARD52.727
Mar 31, 2026LYONS IRVING F IIIDirectorAWARD86.67
Mar 31, 2026Metcalfe Guy ADirectorAWARD36.791
Mar 31, 2026Metcalfe Guy ADirectorAWARD226
Mar 31, 2026Modjtabai AvidDirectorAWARD52.727
Mar 31, 2026OCONNOR DAVID PDirectorAWARD211.314
Mar 31, 2026Piani OlivierDirectorAWARD52.727
Mar 31, 2026Slusser Sarah ADirectorAWARD18.906
Mar 26, 2026Moghadam HamidDirectorGIFT1,019,089
Mar 9, 2026Andrus CarterChief Operating OfficerAWARD25,106$0.0100$251.06
Mar 9, 2026Andrus CarterChief Operating OfficerEXERCISE25,106$0.0100$251.06
Jan 28, 2026Slusser Sarah ADirectorSELL10$127.57$1.3K
Oct 9, 2025Slusser Sarah ADirectorSELL42$114.69$4.8K
Oct 8, 2025Slusser Sarah ADirectorSELL18$115.87$2.1K
Jul 14, 2025Slusser Sarah ADirectorSELL22$108.63$2.4K
Jul 10, 2025Slusser Sarah ADirectorSELL19$108.58$2.1K
May 14, 2025Slusser Sarah ADirectorBUY13$107.34$1.4K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (66% buy). Based on 29 analysts: 7 strong buy, 12 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$152.30 mean target +2.4% upside Hold (2.00)
$130.00 Low $167.00 High
MetricValue
Current Price$148.74
Target Low$130.00
Target Mean$152.30
Target Median$154.00
Target High$167.00
# Analysts20
RecommendationHold (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.79 $0.77 $0.83 33.2% +0.0% $2.2B 6.8% 4
Next Q
2026-09-30
$0.76 $0.68 $0.81 -4.3% +0.0% $2.2B 6.5% 4
Current FY
2026-12-31
$2.87 $2.39 $3.36 -17.3% +0.0% $8.7B 6.5% 2
Next FY
2027-12-31
$3.35 $2.67 $3.88 16.5% -1.4% $9.2B 6.2% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.794
7d ago$0.794
30d ago$0.794
60d ago$0.764+0.030
90d ago$0.764+0.030
15 analyst firms have rated this stock: 2 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 27, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 BMO Capital UPGRADE Market Perform Outperform
Apr 28, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Apr 27, 2026 Truist Securities MAINTAIN Buy Buy
Apr 21, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Apr 20, 2026 B of A Securities MAINTAIN Buy Buy
Apr 17, 2026 UBS MAINTAIN Buy Buy
Apr 17, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 17, 2026 BTIG MAINTAIN Buy Buy
Apr 15, 2026 BTIG REITERATE Buy Buy
Feb 2, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 26, 2026 Truist Securities MAINTAIN Buy Buy
Jan 26, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 23, 2026 Freedom Capital Markets DOWNGRADE Buy Hold
Jan 23, 2026 Freedom Broker DOWNGRADE Buy Hold
Jan 22, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 22, 2026 UBS MAINTAIN Buy Buy
Jan 22, 2026 Argus Research MAINTAIN Buy Buy
Jan 20, 2026 Truist Securities MAINTAIN Buy Buy
Jan 14, 2026 Scotiabank UPGRADE Sector Perform Sector Outperform
Jan 8, 2026 UBS MAINTAIN Buy Buy
Jan 8, 2026 Baird DOWNGRADE Outperform Neutral
Dec 31, 2025 BTIG MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026712100066%
May 1, 2026711110062%
Apr 1, 2026711110062%
Mar 1, 2026711110062%
Feb 1, 2026711110062%
Jan 1, 2026812100067%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 0 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 20, 2026Kevin HernRHOUSESELL$50,001 - $100,000Prologis IncApr 6, 2026 (18d)
Feb 26, 2026David TaylorRHOUSESELL$1,001 - $15,000Prologis IncMar 9, 2026 (12d)
67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 18, 2026160° Warm101
Mar 17, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 2mo ago
Looking into real estate stocks, PLD or IRM?
▲ 1 💬 0 ⚡ 0.5
Jun 11, 2026
short_volume
Short Volume: PLD — 62.0% short (0.6M / 1.0M)
Short: 595,305 | Exempt: 589 | TRF Vol: 959,937 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: PLD — 63.8% short (0.6M / 0.9M)
Short: 561,263 | Exempt: 7,020 | TRF Vol: 879,877 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: PLD — 59.2% short (0.8M / 1.4M)
Short: 819,176 | Exempt: 136 | TRF Vol: 1,383,853 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: PLD — 55.8% short (0.5M / 1.0M)
Short: 536,178 | Exempt: 317 | TRF Vol: 960,602 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: PLD — 57.3% short (0.7M / 1.2M)
Short: 675,934 | Exempt: 1,012 | TRF Vol: 1,180,128 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: PLD — 56.7% short (0.4M / 0.6M)
Short: 359,958 | Exempt: 5 | TRF Vol: 635,254 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: PLD — 2.9M shares, 64,370 trades
Week starting 2026-05-18. Total ATS volume: 2,854,751 shares across 64,370 trades.
May 11, 2026
dark_pool
Dark Pool: PLD — 3.2M shares, 71,580 trades
Week starting 2026-05-11. Total ATS volume: 3,197,886 shares across 71,580 trades.
May 7, 2026
short_volume
Short Volume: PLD — 60.1% short (0.6M / 1.0M)
Short: 592,777 | Exempt: 3,567 | TRF Vol: 986,889 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: PLD — 3.1M shares, 66,969 trades
Week starting 2026-05-04. Total ATS volume: 3,137,170 shares across 66,969 trades.
Apr 29, 2026
short_volume
Short Volume: PLD — 60.2% short (0.5M / 0.9M)
Short: 532,489 | Exempt: 1,542 | TRF Vol: 883,930 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: PLD — 3.8M shares, 75,945 trades
Week starting 2026-04-27. Total ATS volume: 3,839,985 shares across 75,945 trades.
Apr 24, 2026
short_volume
Short Volume: PLD — 67.5% short (0.6M / 0.8M)
Short: 562,495 | Exempt: 133 | TRF Vol: 833,024 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: PLD — 63.5% short (0.6M / 1.0M)
Short: 631,244 | Exempt: 0 | TRF Vol: 993,748 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: PLD — 4.1M shares, 83,058 trades
Week starting 2026-04-20. Total ATS volume: 4,060,801 shares across 83,058 trades.