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

PLD ranks #189 out of 37501 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.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC has added to its PLD position for two straight quarters, increasing it by $1.9B to reach $2.0B today.

Massachusetts Financial Services Co /ma/ has trimmed its PLD position for two straight quarters, cutting it by $372.4M while still holding $1.5B.

PLD is down 2.2% today, but institutions show net buying of $24.2B 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 35.2.

• 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