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• San Antonio-Austin corridor leads emerging markets with abundant power, land and ERCOT grid advantages
• Prologis teams with Skybox on multi-site...

Meta's official 5GW Louisiana expansion announcement emphasizes local infrastructure and jobs.

• Infrastructure commitments: Over $1B in upgrades plus...

• Analysts peg EPS at $0.79 on $2.16B revenue, with tight ranges signaling high conviction
• 29.5% YoY EPS growth despite flat revenue highlights...

• New polling shows most Texans fear data centers will strain water, electricity, and quality of life.
• Backers call fears unfounded and urge...

Prologis reports Q2 earnings July 16 before the bell.

• EPS consensus: 79 cents, up from 60 cents year-ago
• Revenue consensus: $2.16 billion, up...

Institutional Activity

• AMF Tjanstepension AB Increases Stake: AMF Tjanstepension AB raised its PLD stake by 2.3% in Q1 to 0.41% ($503M...

Prologis is executing its data center strategy through both site-level filings and portfolio-wide development shifts.

• South San Jose filing details...

AMF Tjanstepension AB increased its Prologis position by 2.3% in Q1, acquiring 87,168 shares to reach 3,808,772 shares worth $503.4 million. The holding now represents 3.3% of the fund's portfolio and ranks as its seventh-largest position.

• National quality-adjusted rents hold 69.7% above 2019 levels despite recent plateau
• Bulk industrial rents (200k+ SF) turned positive 0.9% YoY in...

Prologis accounts for 7.14% of the Vanguard Real Estate ETF, yet VNQ's 13.4% YTD return trails the 36% gains from concentrated data-center REITs powering AI infrastructure.

Takeover Developments

• 🔥 Data Center Scale Push: Prologis intensified its case for the SEGRO combination by highlighting its data center...

Prologis is doubling down on its data center platform as the standout advantage in its SEGRO combination pitch.

• Team depth: Dedicated teams of 75+...

Community opposition is intensifying in Virginia, with dozens rallying at the Capitol to demand a pause on data center permitting over water strain...

Trenton approved a tax abatement for Prologis's proposed data center in Butler County, moving the project closer to reality.

Segro CEO David Sleath defiantly rejects Prologis's £12.6 billion hostile takeover, declaring "I'm not going anywhere" and insisting the UK firm's shares are worth more than £13 each thanks to its European data centre leadership and local networks.

Candriam S.C.A. raised its Prologis stake 17.8% by acquiring 56,089 shares in Q1, reaching 371,966 shares valued at $49.2 million. This purchase...

San Jose Data Center Filings

• 🔥 99 MW Facility Planned: Prologis filed plans for a three-story, 516,000 sq ft, 99 MW data center at 5977 Silver...

• Community view: 516,000 sq ft, 99 MW project sits at foot of expensive Silver Creek hills, prompting noise and home-value scrutiny
• Technical...

Prologis framed its rejected takeover bid for SEGRO around capturing AI-driven data center demand, highlighting its 75+ person in-house team to...

Prologis has gone public with its all-stock SEGRO takeover bid, releasing a presentation urging investors to pressure their board into talks.

• This...