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Geode and Threadneedle disclose stakes in Prologis and SEGRO

Geode Capital and Threadneedle filed Form 8.3 disclosures on their Prologis and SEGRO positions, showing stakes of up to 2.66% as of 23 October 2026.

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what happened

Geode Capital Management and Threadneedle Asset Management filed Form 8.3 disclosures under Rule 8.3 of the UK Takeover Code, as reported by Reuters and by the companies SEGRO plc and Prologis. The positions are stated as of 23 October 2026, and the notices were published on 26 October.

Threadneedle, part of Ameriprise Financial, reported holding 4,145,895 Prologis common shares including derivatives, or 0.44%. Geode reported 25,244,386 Prologis shares (2.66%) and 14,745,354 SEGRO shares (1.09%). Geode bought 82,104 Prologis shares and sold 111,240 at $126.45, and bought 35 SEGRO shares at 9.08 pounds.

Threadneedle's notice also said its holding changed by 186 shares since the previous disclosure, due to a transfer out of a discretionary holding.

why it matters

Form 8.3 filings are routine during a takeover and do not signal a decision by either the bidder or the target. For markets, they show how large asset managers are positioned in a deal involving two logistics property companies, which can affect trading volumes and liquidity in both stocks. These are facts from the filings, not a forecast.

tags

OwnershipStockUnited KingdomUnited StatesInsider Dealing

instruments

PrologisSEGROPLDSGRO

sources

  1. REG - Threadneedle AM Hdgs Prologis, Inc. SEGRO PLC - Form 8.3 Prologis, Inc. — Reuters, 26 October 2026 at 12:39 UTC
  2. REG - Geode Capital Mgmnt Prologis, Inc. SEGRO PLC - Form 8.3 — SEGRO plc, 26 October 2026 at 12:51 UTC
  3. REG - Geode Capital Mgmnt SEGRO PLC Prologis, Inc. - Form 8.3 — Prologis, Inc, 26 October 2026 at 12:50 UTC
  4. REG - State Street Global SEGRO PLC Prologis, Inc. - Form 8.3 - Prologis, Inc. — Reuters, 26 October 2026 at 13:38 UTC
  5. REG - Northern Trust Corp SEGRO PLC Prologis, Inc. - Form 8.3 — Prologis, Inc, 26 October 2026 at 13:50 UTC
  6. REG - Northern Trust Corp Prologis, Inc. SEGRO PLC - Form 8.3 — SEGRO plc, 26 October 2026 at 13:47 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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