Verity & Verity 13F: Adds $626K to Prologis (PLD) Stake

Verity & Verity increased its position in Prologis, Inc. (PLD) by 4,818 shares, raising its total holdings to 175,683 shares. This move was disclosed in a filing on October 23, 2026, with a reported value of about $22.8 million.

PLD Prologis, Inc.

$126.45 ▲ +0.28% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Verity & Verity's Prologis Position

Verity & Verity added 4,818 shares, resulting in a 2.82% increase in its stake. The fund now holds a total of 175,683 shares in Prologis, reflecting a steady commitment to the company's growth potential.

Where Prologis Fits in Verity & Verity's Portfolio

Prologis now represents a significant part of Verity & Verity's portfolio, with this position making up a notable share of their reported 13F book.

Other Institutional Activity in Prologis

Cohen & Steers Inc. trimmed its holdings in Prologis by 447,150 shares, ending with 22,841,902 shares valued at about $2.9 billion. Apg Asset Management US Inc. maintained its position with 19,286,830 shares worth around $2.4 billion.

Prologis, Inc. Stock Down 0.2%

Prologis shares recently traded around $126.45, which is about equal to the closing price on October 23, 2026. However, the stock is currently 17.5% below its 52-week high of $153.35. It is also trading below its 50-day and 200-day moving averages, indicating some challenges in the near term.

Recent Earnings

Prologis reported trailing twelve-month revenue of approximately $9.89 billion, with earnings per share (EPS) of $4.50. The company has shown a year-over-year revenue growth of 10.2%. The next earnings report is expected on January 20, 2027.

Dividend

Prologis has a dividend rate of $4.28 per share, which translates to a yield of 3.38%. The payout ratio stands at 92.4%, indicating that the company is returning a significant portion of its earnings to shareholders.

Insider Buying and Selling at Prologis, Inc.

Several insiders sold shares of Prologis recently. Cristina Gabriela Bita, a Director, sold 621 shares at an average price of $127.60 on December 1, 2025, totaling $79,240. Timothy D. Arndt, the Chief Financial Officer, sold 3,597 shares at $150.00 on June 15, 2026, valued at $539,550. Additionally, Hamid R. Moghadam, another Director, sold 50,000 shares at an average price of $149.91 on July 16, 2026, totaling about $7.5 million.

Analysts Set New Price Targets

On October 21, 2026, Raymond James upgraded its rating on Prologis to 'Outperform' with a target price of $163.00. Other firms, including Wells Fargo and BTIG, maintain positive ratings, with price targets ranging from $136.00 to $170.00. The consensus among analysts remains a 'buy' rating with a mean target price of $151.64.

About Prologis

Prologis, Inc. is a leading real estate investment trust (REIT) that focuses on logistics and industrial properties. The company plays a crucial role in global commerce by providing the infrastructure that connects digital and physical supply chains, enabling businesses to operate more efficiently.

Bottom Line

Looking ahead, investors should watch for Prologis's next earnings report on January 20, 2027. Verity & Verity's move to increase its stake indicates confidence in Prologis's future, even as the stock faces some near-term challenges.