Vanguard ups Prologis stake 1.0%

Vanguard Group increased its Prologis stake in the fourth quarter of 2025, according to its latest Form 13F filing. (13f.info) (gurufocus.com) The filing shows Vanguard owned 123,323,290 Prologis shares after buying 1,258,407 more shares, a 1.03% increase from the prior quarter. (gurufocus.com) That position was reported as of December 31, 2025, and Vanguard filed the quarter-end 13F on January 29, 2026. (13f.info) A 13F is a backward-looking snapshot of U.S.-listed holdings, not a live trading log, so it shows what Vanguard held at quarter-end rather than what it owns on April 27, 2026. (13f.info) The stake update lands as Prologis enters 2026 with strong operating metrics in its core warehouse business. The company said January 21 it finished 2025 with 95.8% period-end occupancy and signed a record 228 million square feet of leases during the year. (ir.prologis.com) Prologis also reported fourth-quarter 2025 core funds from operations of $1.44 per diluted share and full-year core funds from operations of $5.81 per diluted share. (ir.prologis.com) The company used its January earnings release to point to another growth lane beyond warehouses. Prologis said it expanded its data-center power pipeline to 5.7 gigawatts of capacity secured or in advanced procurement. (ir.prologis.com) Vanguard’s filing does not explain why the firm added shares, and passive index managers often increase positions as benchmark weights and fund flows change. The disclosure records the position, not the investment thesis. (13f.info) What the filing does show is that one of the biggest institutional holders added to Prologis while the real estate investment trust was reporting high occupancy, record lease volume, and fresh infrastructure expansion plans. (gurufocus.com) (ir.prologis.com)