Amundi and Janus Henderson disclose SEGRO plc stakes amid Prologis offer

what happened

Amundi and Janus Henderson have published Rule 8.3 disclosures under the UK Takeover Code, setting out their positions in SEGRO plc shares. According to Amundi's filing, it held 20,213,161 ordinary 10p shares as of 14 October 2026, equal to 1.493% of the capital. On that date the fund bought 18,983 shares and sold 2,375 shares, both at 9.452 pounds each. It reported no short positions.

Janus Henderson Group Ltd, together with Jupiter Topco LLC, reported 12,866,915 shares, or 0.95%, plus cash-settled derivatives covering 1,522,754 shares, or 0.11%. The total stake stood at 14,389,669 shares, or 1.06%. The group said it has no discretion over voting for 1,042,905 of those shares. It also increased a CFD position by 1,590 reference shares at 9.481858 pounds each.

Both forms name Prologis, Inc. as another party to the offer.

why it matters

Rule 8.3 filings are required from holders of 1% or more of a company under an takeover approach, so they show which institutions are building positions in SEGRO during the Prologis process. Market participants will watch the dealing prices, around 9.45 to 9.48 pounds, and the growth of derivative exposure as signals of investor interest in the outcome of the deal.

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instruments