Prologis Inc (PLD) Quarterly Institutional 13F Update (Q2 2026)

PLD ranks #189 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PLD is a top-conviction position for APG Asset Management US Inc. — at 18.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PLD belongs to BlackRock, Inc., but the position matters far more to APG Asset Management US Inc., who has 18.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

IFM Investors Pty Ltd has added to its PLD position for two straight quarters, increasing it by $8.2M to reach $52.9M today.

Perpetual Ltd has trimmed its PLD position for two straight quarters, cutting it by $26.7M while still holding $3.5M.

PLD is down 0.9% today, but institutions show net buying of $24.3B this quarter — a divergence between today's price move and the underlying institutional flow.

PLD posted net income of $3.7B over the trailing twelve months, and currently trades at a P/E of 32.4.

• Profitable — net income of $3.7B over the trailing twelve months
• Revenue grew 6.7% year over year
• Net income declined year over year, from $3.7B to $3.7B
• Generated $5.0B in positive operating cash flow
• Liabilities run 0.77x equity — within a conventional range