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FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1.KEY INFORMATION (a)Full name of discloser:Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares describe

Prologis (PLD) put fresh numbers on the table with new full year 2026 earnings guidance of $4.05 to $4.15 per diluted share, supported by recent third quarter results. The fresh 2026 guidance lands after a softer run for Prologis on the screen, with the share price down 5.1% over the past month and 14.1% over 90 days. At the same time, the 1 year total shareholder return of 2.5% and 3 year total shareholder return of 40.7% point to a longer record of value creation compared to more recent...

LONDON, October 23, 2026-- FORM 8.3

FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1.KEY INFORMATION (a)Full name of discloser:Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares describe

LONDON, October 21, 2026-- FORM 8.3

FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1.KEY INFORMATION (a)Full name of discloser:Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares describe

The fair value estimate for Prologis has been revised from US$158.23 to US$152.85, which feeds directly into how analysts are resetting their price targets on the stock. Recent research ties these changes to updated FFO assumptions, development plans and a higher cost of capital, with some firms lifting targets into the US$140 to US$166 range while others turn slightly more cautious. Read on to see what is driving this shift in the Prologis narrative and how you can track the evolving analyst...

Prologis upgraded to Buy after a 17.2% pullback. Click for more on PLD stock.
LONDON, October 20, 2026-- FORM 8.3

FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1.KEY INFORMATION (a)Full name of discloser:Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares describe

Prologis came into this Q3 2026 report with a premium story and a premium multiple, and the last week has not been kind to that confidence. The stock has drifted lower, slipping about 3% over seven days and roughly 16% over three months, and it dropped another 0.9% on the day after earnings. The headline result did not signal a disaster. Core real estate investors focus on funds from operations, and Prologis delivered Q3 funds from operations of about US$1.6b, with funds from operations per...

Prologis reported third quarter 2026 revenue of US$2.39b, net income of US$817.1m and funds from operations of US$1.60 per share, alongside higher full year 2026 development and acquisition guidance. The past week also brought a wave of UK Takeover Code disclosures that revealed multiple institutional investors holding over 1% stakes in Prologis as it moves toward the planned SEGRO acquisition. We will now see how Prologis' raised development guidance and strong leasing activity could...
Prologis expects its development pipeline to reach $5.75B by year-end and raised 2026 acquisition guidance to $2.3B.

Land holdings and construction economics create a multiyear runway for rent expansion before new supply becomes economically viable.

Prologis raises its 2026 same-store growth outlook as rents rebound, while rate volatility tests development returns and a 5.8-gigawatt data center pipeline.

Moby summary of Prologis, Inc.'s Q3 2026 earnings call

Investing.com -- Prologis Inc (NYSE:PLD) reported third-quarter earnings and revenue that exceeded analyst expectations, driven by healthy customer demand and strong leasing activity. The stock was mostly flat following the results, up 0.1%.

Prologis (NYSE:PLD) reported third-quarter core funds from operations of $1.60 per share, or $1.61 excluding net promote expense, as the logistics real estate company cited rising occupancy, strong leasing activity and continued demand from e-commerce, advanced manufacturing and data center-related

Management at the industrial giant said elevated and volatile debt costs were widening bid-ask spreads and making new construction unprofitable.

PLD tops Q3 core FFO estimates as rental revenues jump 7.4% and occupancy improves, while higher expenses and slower rent growth temper the gains.

Prologis, Inc. (PLD) Q3 2026 Earnings Call October 15, 2026 12:00 PM EDTCompany ParticipantsJustin Meng - Senior VP & Head of Investor RelationsDan...

Logistics warehouse operator Prologis beat third-quarter expectations, significantly raising its 2026 forecast for new development projects. The post Prologis tops Q3 estimates, raises development starts forecast again appeared first on FreightWaves.

In late September 2026, Prologis’s Texas data center venture with Skybox Datacenters ran into uncertainty as new statewide limits on large power grid hookups raised questions about the project’s timing, scale and potential rental income. At the same time, a cluster of institutional disclosures under the UK Takeover Code revealed multiple asset managers building or clarifying positions in Prologis, highlighting how closely professional investors are tracking the company’s development and data...

Prologis (PLD) has drawn fresh attention after multiple institutional investors disclosed positions in the real estate group under the UK Takeover Code. This has prompted questions about how this ownership base might influence sentiment around the stock. Recent trading tells a mixed story. Prologis shares are at US$129.49, with the 30 day share price return down 4.6% and the 90 day move down 8.1%. However, the 1 year total shareholder return of 20.1% points to momentum that has been building...
Clarion Partners hires Magesh Srinivasan to drive new energy strategies in real estate.

FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1.KEY INFORMATION (a)Full name of discloser:Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares describe
FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1.KEY INFORMATION (a)Full name of discloser:Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares describe

LONDON, October 06, 2026-- FORM 8.3

LONDON, September 22, 2026-- FORM 8.3
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

LONDON, September 22, 2026-- FORM 8.3

FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1.KEY INFORMATION (a)Full name of discloser:Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares describe

Three landlords collecting rent from warehouses, data centers and grocery stores are all printing record leasing numbers heading into late 2026, and the common thread behind each one reveals a demand story that goes deeper than the property type.
Prologis (NYSE:PLD) Chief Financial Officer Tim Arndt said the logistics real estate company continues to see improving leasing activity, rising occupancy and positive market rent growth as it moves through the third quarter. Speaking at an investor event moderated by Sarah Cooper, Global Head of R



Core FFO hit $1.60 per share as occupancy climbed and rent growth accelerated.

LONDON, October 16, 2026-- FORM 8.3


