Concurrent Investment Advisors LLC Increases Stock Position in Prologis, Inc. $PLD

Concurrent Investment Advisors LLC lifted its holdings in Prologis, Inc. (NYSE:PLD) by 9.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,689 shares of the real estate investment trust’s stock after buying an additional 3,750 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Prologis were worth $5,577,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. grew its holdings in Prologis by 0.3% in the third quarter. Vanguard Group Inc. now owns 122,064,883 shares of the real estate investment trust’s stock worth $13,978,870,000 after purchasing an additional 323,551 shares during the period. Capital International Investors lifted its holdings in shares of Prologis by 15.0% during the third quarter. Capital International Investors now owns 7,247,383 shares of the real estate investment trust’s stock valued at $829,970,000 after purchasing an additional 946,847 shares during the last quarter. Wellington Management Group LLP lifted its holdings in shares of Prologis by 1.2% during the third quarter. Wellington Management Group LLP now owns 6,995,375 shares of the real estate investment trust’s stock valued at $801,110,000 after purchasing an additional 85,012 shares during the last quarter. Ameriprise Financial Inc. boosted its position in shares of Prologis by 0.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 6,837,026 shares of the real estate investment trust’s stock worth $778,528,000 after purchasing an additional 31,456 shares in the last quarter. Finally, Amundi boosted its position in shares of Prologis by 22.0% in the 3rd quarter. Amundi now owns 5,651,563 shares of the real estate investment trust’s stock worth $661,968,000 after purchasing an additional 1,020,819 shares in the last quarter. 93.50% of the stock is currently owned by institutional investors.

Key Prologis News

Here are the key news stories impacting Prologis this week:

• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy views, signaling analyst conviction in upside (Truist to $154, Scotiabank to $154, JPMorgan to $157, Citigroup bullish, and another $160 target report). These upgrades tend to support buying interest and higher upside expectations. Truist Securities adjusts price target on Prologis to $154 from $139; maintains Buy rating Prologis (NYSE:PLD) Price Target Raised to $160.00 Scotiabank Raises Prologis Price Target to $154.00 JPMorgan Increases Prologis Price Target to $157.00 Citigroup Forecasts Strong Price Appreciation for Prologis
• Positive Sentiment: Company Q1 results and investor presentation underline solid fundamentals (revenue and AFFO/earnings beats and FY guidance), which supports the analyst optimism and medium‑term growth thesis for the logistics REIT space. Prologis, Inc. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Prologis priced a $1.25 billion senior unsecured notes offering (split across maturities). Debt issuance can be neutral—providing liquidity for development/refinancing at attractive rates but also modestly increasing leverage metrics. Monitor use of proceeds and impact on leverage. Prologis Prices $1.25 Billion Senior Notes Offering
• Neutral Sentiment: Sector peer Crown Castle reported resilient Q1 AFFO and revenue despite headwinds, underscoring mixed but stable leasing trends across property sectors; this is a sector backdrop item rather than company‑specific news for Prologis. Crown Castle Q1 AFFO & Sales Beat Estimates Despite DISH Headwinds

Prologis Price Performance

Shares of NYSE PLD opened at $142.15 on Monday. The firm has a market cap of $132.52 billion, a P/E ratio of 35.81, a PEG ratio of 3.13 and a beta of 1.40. Prologis, Inc. has a twelve month low of $100.22 and a twelve month high of $145.44. The company has a quick ratio of 0.58, a current ratio of 0.16 and a debt-to-equity ratio of 0.60. The company has a 50 day moving average of $136.70 and a 200 day moving average of $130.86.

Prologis (NYSE:PLD) last issued its earnings results on Thursday, April 16th. The real estate investment trust reported $1.05 EPS for the quarter, beating the consensus estimate of $0.81 by $0.24. The business had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $2.12 billion. Prologis had a return on equity of 6.46% and a net margin of 41.54%.The company’s revenue was up 6.9% compared to the same quarter last year. During the same period last year, the business posted $1.43 EPS. Prologis has set its FY 2026 guidance at 6.070-6.230 EPS. As a group, research analysts expect that Prologis, Inc. will post 6.16 EPS for the current fiscal year.

Prologis Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th were given a dividend of $1.07 per share. This represents a $4.28 annualized dividend and a dividend yield of 3.0%. This is a boost from Prologis’s previous quarterly dividend of $1.01. The ex-dividend date of this dividend was Tuesday, March 17th. Prologis’s payout ratio is 107.81%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on PLD. Robert W. Baird raised their price objective on Prologis from $133.00 to $136.00 and gave the company a “neutral” rating in a research report on Friday, April 17th. Wall Street Zen downgraded Prologis from a “hold” rating to a “sell” rating in a report on Sunday. JPMorgan Chase & Co. increased their target price on Prologis from $141.00 to $157.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 21st. Barclays restated an “overweight” rating and set a $139.00 price target on shares of Prologis in a report on Tuesday, January 13th. Finally, Argus lifted their price target on Prologis from $135.00 to $152.00 and gave the stock a “buy” rating in a research report on Friday, April 17th. Fourteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $147.29.

About Prologis

Prologis, Inc is a real estate investment trust (REIT) specializing in logistics and distribution facilities. The company focuses on acquiring, developing, and managing high-quality industrial real estate assets that support supply chain infrastructure for third-party logistics providers, e-commerce businesses, retailers and manufacturers. Its portfolio primarily consists of warehouse and distribution centers designed to optimize goods movement and storage near key transportation hubs.

With a global presence, Prologis serves customers across the Americas, Europe and Asia Pacific.