E. Ohman J:or Asset Management 13F: Cuts PLD Stake by $4.1M

E. Ohman J:or Asset Management lowered its holdings in Prologis, Inc. (NYSE:PLD) during the period, according to a Form 13F filed with the SEC on October 22, 2026. Prologis shares closed at $126.54 on the day of the filing.

PLD Prologis, Inc.

$127.60 ▲ +1.19% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in E. Ohman J:or Asset Management's Prologis Position

The fund trimmed its position by 10.4%, selling off 31,796 shares. That left the firm with 274,040 shares of the industrial real estate investment trust, carrying a reported value of $35,581,354 at the time of the filing. In its prior filing, the asset manager held 305,836 shares.

Other Institutional Activity in Prologis

Other large funds also made adjustments to their Prologis portfolios. Cohen & Steers Inc. reduced its holdings by 447,150 shares, ending with 22,841,902 shares worth about $2,890,414,299. Apg Asset Management US Inc. kept its position steady, holding 19,286,830 shares valued at roughly $2,440,555,485.

Prologis, Inc. Stock Up 3.5%

The stock recently traded around $128.48, which puts it above its recent close of $126.54 but well off its 52-week high of $153.35. The company carries a market capitalization of roughly $121.14 billion.

Recent Earnings

Prologis reported $9.89 billion in trailing-twelve-month revenue alongside earnings of $4.50 per share. The company posted a return on equity of 7.7% and a net profit margin of 43.1%. Its year-over-year revenue growth stood at 10.2%. Investors can look toward the next scheduled earnings update on January 20, 2027.

Dividend

The real estate firm pays an annual dividend of $4.28 per share, which translates to a dividend yield of 3.36%. The company's dividend payout ratio sits at 92.4%.

Insider Buying and Selling at Prologis, Inc.

Insiders completed several transactions over recent quarters. Director Cristina Gabriela Bita disposed of 621 shares on December 1, 2025, at a price of $127.60 for a total value of $79,240. Director Sarah Ann Slusser disposed of 111 shares on January 28, 2026, valued at $12,631. Chief Financial Officer Timothy D. Arndt sold 3,597 shares on June 15, 2026, at $150.00 per share, totaling $539,550. Director Hamid R Moghadam sold 50,000 shares on July 16, 2026, at $149.91 per share for a total of $7,495,500.

Analysts Set New Price Targets

Analyst firms have kept a close eye on the stock's valuation. On September 1, 2026, Wells Fargo maintained its Overweight rating while adjusting its price target from $167.00 to $166.00. Scotiabank upgraded the stock to Sector Outperform on October 13, 2026, keeping its price target at $150.00. BTIG reiterated a Buy rating on October 16, 2026, with a target of $170.00. Baird maintained a Neutral rating on October 20, 2026, lowering its target from $140.00 to $136.00. Finally, Raymond James upgraded the stock to Outperform on October 21, 2026, setting a target of $163.00. The stock currently holds a consensus buy rating from 13 analysts, with a mean price target of $152.54.

About Prologis

Prologis, Inc. is a major industrial real estate investment trust that develops and manages logistics facilities, distribution centers, and clean energy infrastructure worldwide. The company provides the physical and digital supply chain networks that modern consumer brands and shipping businesses rely on to move goods efficiently.

Bottom Line

Institutional adjustments like this one offer a window into how professional managers view the industrial real estate sector. Market participants will watch the company's next earnings report on January 20, 2027, for further details on lease demand and revenue growth.