Funds disclose Prologis positions as SEGRO transaction remains in focus

what happened

The London Stock Exchange published a series of Form 8.3 disclosures concerning Prologis, Inc. The positions were reported as of 9 October 2026 and relate to an offer involving Prologis and SEGRO plc.

BlackRock reported total interests in 106,331,862 Prologis securities, or 11.18%. The position included 106,017,182 owned securities, 314,680 cash-settled derivative interests and 6,000 stock-settled derivative positions. Its short positions totalled 1,343,989 securities, or 0.14%. The filing said BlackRock retained investment discretion over 10,340,742 shares but did not have voting authority over them.

T. Rowe Price disclosed 8,892,121 shares, or 0.93%, and purchases of 8,703 and 109 shares at USD 128.840 and USD 128.845. Amundi AM reported 4,663,879 shares, or 0.491%, along with purchases and a sale at prices ranging from USD 129 to USD 129.49. Franklin Templeton disclosed 11,877,817 shares, or 1.25%, and open American call options covering 4,600 shares. UBS reported 10,976,041 shares, or 1.15%, while Cantor Fitzgerald disclosed a cash-settled CFD short position referencing 960,911 shares, or 0.1029%.

The disclosures were published through RNS, the London Stock Exchange’s news service, on 12 October 2026. The funds stated that they had no arrangements intended to induce or restrict dealings.

why it matters

The filings provide a snapshot of large investors’ ownership, derivatives and hedging around Prologis and SEGRO. They do not establish the terms or outcome of any transaction, but add transparency on market positions linked to the situation.

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