Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. As of December 31, 2020, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 984 million square feet (91 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500 customers principally across two major categories: business-to-business and retail/online fulfillment.
the bull case· 3
9
of the funds on file reporting a position in PLD
n-portas of Jun 30 '261,736
managers reporting a position in thirteen F filings
13fJun 30 '26+1.29%
change in shares held by the ten largest reporting managers
13fJun 30 '26the bear case· 3
8 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2656
managers whose positions together make up four fifths of the reported value
13fJun 30 '264 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realizedSides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 15 '26 report. Not a forecast, not advice.
Of the 6 companies Prologis, Inc. moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6798, Real Estate Investment Trusts, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›1,739 managers report a position worth $119.4B between them, and 56 of them hold 80% of it.
tall tick = annual report · 1 on record
PLD (Prologis, Inc.) has 0 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
High 135.82 at 9:45 am ET, low 134.48 at 7:30 am ET.
Prologis, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Real Estate Investment Trusts