Prologis, Inc. (NYSE:PLD) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Prologis Q1 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Prologis Inc. (PLD)
Market is closed
Sector: Real Estate Investment Trusts
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bourgeon Capital John Zaro | 45,183 | $5,972,289 | -48% | 1.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $107.34 | 13 | $1,395.42 | 122 | 2025-05-14 | Filing | |
| $114.13 | 9,000 | $1,027,170.00 | 9,000 | 2022-11-28 | Filing | |
| $118.65 | 15,000 | $1,779,750.00 | 15,000 | 2022-05-20 | Filing | |
| $66.89 | 71 | $4,734.19 | 9,934 | 2018-09-28 | Filing | |
| $36.57 | 1,000 | $36,570.00 | 1,000 | 2015-09-04 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $127.57 | 10 | $1,275.70 | 11 | 2026-01-28 | Filing | |
| $114.69 | 42 | $4,816.98 | 21 | 2025-10-09 | Filing | |
| $115.87 | 18 | $2,085.66 | 63 | 2025-10-08 | Filing | |
| $108.63 | 22 | $2,389.86 | 81 | 2025-07-14 | Filing | |
| $108.58 | 19 | $2,063.02 | 103 | 2025-07-10 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 693,952 | $91,726,571 | 1.12% | |
| 2. | 368,763 | $48,743,113 | 0.84% | |
| 3. | 308,990 | $40,842,298 | 1.08% | |
| 4. | 253,161 | $33,462,821 | 0.22% | |
| 5. | 228,305 | $30,177,355 | 0.46% |
News See All
Prologis (PLD) Surged following a “Beat And Raise” Earnings Report and a Robust Multi-Year Business Outlook
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Income Fund”. A copy of the letter can be downloaded here.
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Citi Returns to Prologis (PLD) with Buy Rating and $145 Target
In late February, Janus Henderson portfolio manager Greg Kuhl spoke to CNBC about Prologis. Kuhl manages the firm’s U.S. Real Estate ETF (JRE) and noted that Prologis is the fund’s top holding.
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On February 23, CNBC reported that real estate investment trusts may start drawing attention as fears around artificial intelligence continue to shake parts of the market.
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Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate Value Fund” fourth-quarter 2025 investor letter.
Prologis, Inc. (PLD): A Bull Case Theory
We came across a bullish thesis on Prologis, Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on PLD.
RBC Raises Prologis (PLD) Target as Industrial Real Estate Outlook Improves
On February 2, RBC Capital analyst Michael Carroll raised his price recommendation on Prologis, Inc. (NYSE:PLD) to $135 from $132.
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Prologis (PLD): Strengthening Competitive Edge in High-Growth Industrial Markets
Prologis, Inc. (NYSE:PLD) is one of Goldman Sachs’ top REIT stock picks. On January 26, Truist Securities reiterated a Buy rating on Prologis, Inc.