Prologis stake jump, CEO sees AI tailwinds

Diversified Trust’s Q4 filing shows the firm held 31,750 Prologis shares after purchasing 16,589 additional shares during the quarter, with that position valued at about $4.05 million. (marketbeat.com)) MarketBeat’s aggregation notes other institutional moves alongside Diversified Trust, including Brighton Jones LLC increasing to 17,475 Prologis shares (a 629% rise) and a reported 93.5% institutional ownership stake in PLD. (marketbeat.com)) Prologis’s public filings and MarketBeat summary list a market capitalization near $121.4 billion, a 52‑week trading range of $85.35–$143.95, and a trailing P/E around 36.7, underlining current valuation metrics investors are acting on. (marketbeat.com) Prologis has publicly disclosed roughly 5.2 gigawatts of utility‑fed power capacity secured or in advanced stages and says its landbank spans approximately 14,000 acres across about 6,000 buildings — figures the company cites when discussing data‑center conversion potential. (bisnow.com)) The company reported record leasing of roughly 228 million square feet for 2025, including about 43.8 million square feet in Q4 alone, a leasing volume often cited by management when justifying accelerated data‑center and power investments. (commercialobserver.com)) Prologis has joined an industry collaboration with EPRI, NVIDIA and InfraPartners to pilot smaller “micro” data centers (5–20 MW) at or near substations and is reported to be in exploratory talks about a data‑center co‑investment vehicle to scale deployments. (epri.com))