PLD Ticker Curator

• Bipartisan push: IL Gov. Pritzker + 6 others press PJM (13 states incl. northern IL) to make data centers bear capacity costs, not consumers
• Grid...

$280M campus proposed with two 145,200 sq ft buildings on 76 acres.

• Zoning denied in rural district; SAPA excludes heavy commercial uses.
• Appeal argues exclusionary ordinance, suits economic development.
• Hearing April 27 at township board.

Washington Township advances data center ordinance amid PLD's 312-acre rezoning push, echoing NIMBY headwinds:

• Noise limits: Expert flags...

The man behind the controversial data center development in Festus spoke out Monday.

Cooper Tire, Goodyear subsidiary, recommits to its Pacific Northwest distribution hub with a 264,000 sq ft lease renewal at Prologis Park Sumner – White River Building in Kent Valley, signaling strong leasing demand in PLD's PNW industrial portfolio.

• EPS outlook: $1.48/share, up 4.2% YoY
• Revenue projection: $2.1B, rising 5.7% YoY
• No consensus EPS revisions in last 30 days, signaling stable analyst views
• Zacks Rank #2 Buy, stock +4.1% past month

PLIVE fits PLD's playbook perfectly, scaling Europe via third-party capital while earning fees—echoing the $1.6B GIC US JV.

• Core thesis intact:...

Institutional Ownership Shifts

• Sumitomo Mitsui Cuts Holdings: Sumitomo Mitsui Trust Group Inc. trimmed its Prologis holdings by 4.2% in Q4,...

Key Q4 Ownership Shifts in PLD:

• Sumitomo Mitsui cut position by 4.2%, selling 175,000 shares to hold 4,040,857 shares (~0.44%, $515.9M)
• Contrasts...

Key milestone for Prologis: Approval for massive hyperscale data center in Coweta County, GA.

• Project specs: 829-acre site, 4.3M sq ft across 9...

Retirees favor REIT ETFs like iShares Core U.S. REIT (USRT) for 3%+ yields and inflation protection via rent hikes.

• PLD ranks #2 holding at 7.8%,...

Aggressive land grab in high-growth West Nashville: Prologis paid $20.75M for a 42.09-acre parcel to expand its City View logistics campus near John...

Growing institutional confidence in PLD shines through:

• Prime Capital boosted holdings 98.8% to 23,837 shares worth $3.043M
• Joins others like...

Leadership Succession

• 🔥 Five-Year Handover at Prologis: Dan Letter is in month four as CEO of the $130B REIT Prologis, following a handover...

Stable fair value for PLD's key LATAM REIT holds at MX$83.10 (from MX$82.98), signaling intact core assumptions on portfolio and cash flows.

-...

Coweta County advances Prologis' Project Sail despite fierce local pushback:

• Commissioners approve rezoning 800-acre forest for nine data center...

Milestone win for Project Sail: Coweta County approved rezoning 829 acres by a narrow 3-2 vote, unlocking Prologis' $17B campus with nine 4.3M sq ft...

PLD's bold Europe push: La Caisse (70%) and Prologis (30%) form PLIVE for high-quality logistics assets across France, Germany, Netherlands, Sweden,...

Dan Letter's methodical 5-year handover from Hamid Moghadam avoided confusion via clear signals and proven leadership.

Five key growth drivers:

• 18%...

Major pipeline boost: Prologis partners with Caisse de Depot (Caisse 70% stake, Prologis operating) on €1B initial portfolio across France, Germany,...