Prologis holding trimmed

Sumitomo Mitsui Trust Group cut its Prologis position in the fourth quarter, trimming 175,000 shares from a stake still worth about $515.9 million. (marketbeat.com) The Japanese asset manager ended the quarter with 4,040,857 Prologis shares, or about 0.44% of the warehouse landlord, according to a filing summary published April 12. (marketbeat.com) That disclosure came from a Form 13F filing, the United States report that large money managers use to show many of their long U.S. stock holdings after each quarter ends. The Securities and Exchange Commission says the data sets are built from those quarterly submissions. (sec.gov) Sumitomo Mitsui Trust Group’s broader United States equity portfolio was large enough that the Prologis trim did not signal an exit. Its latest 13F filing listed 1,049 holdings with a total reported value of about $170.3 billion for the quarter ended December 31, 2025. (13f.info) Prologis sits at the center of the logistics property market, owning and managing warehouses used by retailers, manufacturers and delivery networks. In its 2025 annual report, the company said its operating and investment management portfolio covered 1.3 billion square feet across 20 countries. (sec.gov) The company also reported more than 6,500 customers and 649 million square feet in its consolidated operating properties at December 31, 2025. Those figures help explain why Prologis is widely held by large institutions that treat it as a core real estate name rather than a niche bet. (sec.gov) Prologis told investors in February that 2025 was a record year for lease signings and that year-end occupancy was 95.8%. Core funds from operations, a cash-flow measure commonly used for real estate investment trusts, came to $5.86 per diluted share for 2025, up from $5.53 a year earlier. (ir.prologis.com) By April 10, Prologis shares closed at $137.19, according to Yahoo Finance historical price data. Prologis’s own investor page showed the stock at $133.77 on April 2, underscoring that the value of a fixed share count can shift quickly even when an institution makes only a modest portfolio adjustment. (finance.yahoo.com, ir.prologis.com) The filing leaves Sumitomo Mitsui Trust Group as a major Prologis shareholder, just with a slightly smaller position than it held three months earlier. (marketbeat.com)