Prologis, Inc.
At today's price, Prologis, Inc. (PLD) is priced for +13.1% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- Prologis is a mature REIT, so the right yardstick is adjusted funds from operations, not earnings or book value. At about $140 (as of June 27, 2026) the price is roughly 23 times AFFO, which inverts to about 13.4% annual AFFO growth, a pace that sits at the very top of the REIT group and that the engine flags as extreme. - Only the growth-DCF frame reaches the price. The asset, earnings-power, and peer-multiple frames all read it as richly valued, so the premium is a bet on durable compounding
Is PLD overvalued? See what's priced in →
1,619 institutional managers reported holding PLD in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 44%. 134 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 16.0M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PLD's share count grew 26% over the past five years. It pays a dividend, and has for 14 years running, raised 13 years straight; the current rate is $4.04 a share annually. Cash returned over the past three years: $9.95B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at PLD over the trailing three years: 2025: 1 buy totaling $1k. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PLD's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | -4.1% | -10.3% |
| 2023-10-28 | -5.9% | +37.0% |
| 2024-02-14 | +1.1% | -18.4% |
| 2024-04-26 | -8.8% | +7.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PLD's latest 8-K filings: 2026-07-16 (items 2.02, 7.01, 9.01); 2026-07-01 (items 5.02, 9.01); 2026-06-24 (items 8.01, 9.01); 2026-06-11 (items 2.03, 8.01, 9.01); 2026-04-30 (items 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.