PLD Ticker Curator

M&A Developments

• 🔥 Segro Bid Pressure: Segro investors including Jupiter Fund Management are urging Prologis to increase its £12.6B offer,...

Key investors are pressing Prologis to improve its 925 pence per share bid, calling it below Segro’s net asset value and long-term strategic worth.
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• Prologis converting former Yamato Transport facility into Prologis Urban Tokyo Shinonome 1 multi-tenant site
• Renovation begins April 2027 with...

Power availability is emerging as a critical bottleneck for AI data center expansion, directly affecting deployment speed and economics.

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• 69% of UK industrial stock falls below the EPC B threshold required by 2031 MEES rules, creating compliance pressure on secondary assets.
• Big-box...

Prologis secured a 15-year lease with elasticStage for a 53,787 sq ft advanced manufacturing unit at Hemel Hempstead, meeting specialized technical and sustainability needs while showcasing continued tenant demand in its South East UK portfolio.

Segro plans to unveil a data centre expansion strategy this week to counter Prologis's £12.6bn hostile bid, which it rejected as inadequate at 925p...

Prologis acquired a 14.2-acre San Jose parcel at 455 Piercy Road for $14 million, adding to its existing holdings of over 414,000 square feet in the...

Y Intercept Hong Kong Ltd opened a fresh $7.3 million stake in Prologis with 55,212 shares in Q1, underscoring continued institutional appetite for...

Lease Agreements

• 🔥 New UK Lease: Prologis UK signed a new 10-year lease with Top Cloud Logistics Ltd for the 155,000 sq ft DC2 at Prologis Park...

Google and Amazon reported sharp increases in carbon emissions for 2025 driven by AI data center expansion, with Google's supply chain emissions up...

• Prologis operates a global logistics portfolio in strategic locations near ports and population centers to support cross-border trade
• As the...

Prologis UK signed a 10-year lease with Top Cloud Logistics for the 155,000 sq ft DC2 at Prologis Park Midpoint, enabling quick occupation through...

Institutional Activity

• Blue Capital Inc. Position: Blue Capital Inc. opened a new position in PLD, purchasing 19,176 shares valued at $2.54...

Blue Capital Inc. opened a new $2.54 million position in Prologis, acquiring 19,176 shares that now represent its 21st-largest holding. The move...

Blackstone's QTS is withdrawing from the 2,100-acre Prince William Digital Gateway project, the planned world's largest data center campus.

• Key...

Prologis strengthens its edge in fragmented logistics via prime locations, scale, and moves into data centers plus renewables.

• 17% mark-to-market...

Prologis maintains a genuine competitive moat via prime locations, scale, and data center expansion.

• 17% mark-to-market rent spreads unlock ~$750M...

Vanguard Group disclosed a 126,447,937-share holding (13.55%) in Prologis as of July 1, alongside small net purchases of 125,708 shares at ~136.80 USD.

• Segro seeds £3B JV with M1 corridor parks (Radlett, Coventry, Northampton) attracting major institutional partner
• Structure delivers...