{"success":true,"data":{"pressRelease":{"id":"144107","rtpr_id":"nPRrF0807a-20260915","ticker":"PLD","exchange":"NYSE","all_tickers":["PLD","SGRO"],"title":"REG-Cohen & Steers Capital Management Inc.: Form 8.3 - Prologis, Inc.","author":"PR Newswire","published_at":"2026-09-15T13:33:35.518Z","article_body":"FORM 8.3\n\n \n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\n\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\n\nRule 8.3 of the Takeover Code (the \"Code\")\n\n \n\n \n\n1. KEY INFORMATION\n\n \n\n (a) Full name of discloser: Cohen & Steers, Inc. \n (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree Prologis, Inc. \n (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure 14 September 2026 \n (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? If it is a cash offer or possible cash offer, state \"N/A\" SEGRO plc \n\n \n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\n\n \n\nIf there are positions or rights to subscribe to disclose in more than one\nclass of relevant securities of the offeror or offeree named in 1(c), copy\ntable 2(a) or (b) (as appropriate) for each additional class of relevant\nsecurity.\n\n \n\n(a) Interests and short positions in the relevant securities of the offeror\nor offeree to which the disclosure relates following the dealing (if any)\n\n \n\n Class of relevant security: USD 0.01 common \n Interests Short positions \n Number % Number % \n (1) Relevant securities owned and/or controlled: 27,857,733 2.9312 \n (2) Cash-settled derivatives: \n (3) Stock-settled derivatives (including options) and agreements to purchase/sell: \n TOTAL: 27,857,733 2.9312 \n\n \n\nAll interests and all short positions should be disclosed.\n\n \n\nDetails of any open stock-settled derivative positions (including traded\noptions), or agreements to purchase or sell relevant securities, should be\ngiven on a Supplemental Form 8 (Open Positions).\n\n \n\n(b) Rights to subscribe for new securities (including directors' and other\nemployee options)\n\n \n\n Class of relevant security in relation to which subscription right exists: N/A \n Details, including nature of the rights concerned and relevant percentages: N/A \n\n \n\n \n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\n\n \n\nWhere there have been dealings in more than one class of relevant securities\nof the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as\nappropriate) for each additional class of relevant security dealt in.\n\n \n\nThe currency of all prices and other monetary amounts should be stated.\n\n \n\n(a) Purchases and sales\n\n \n\n Class of relevant security Purchase/sale Number of securities Price per unit \n USD 0.01 common Purchase 77,870 134.7295 USD \n USD 0.01 common Purchase 539 135.1900 USD \n\n \n\n(b) Cash-settled derivative transactions\n\n \n\n Class of relevant security Product description e.g. CFD Nature of dealing e.g. opening/closing a long/short position, increasing/reducing a long/short position Number of reference securities Price per unit \n \n\n \n\n(c) Stock-settled derivative transactions (including options)\n\n \n\n(i) Writing, selling, purchasing or varying\n\n \n\n Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type e.g. American, European etc. Expiry date Option money paid/ received per unit \n \n\n \n\n(ii) Exercise\n\n \n\n Class of relevant security Product description e.g. call option Exercising/ exercised against Number of securities Exercise price per unit \n \n\n \n\n(d) Other dealings (including subscribing for new securities)\n\n \n\n Class of relevant security Nature of dealing e.g. subscription, conversion Details Price per unit (if applicable) \n \n\n \n\n \n\n4. OTHER INFORMATION\n\n \n\n(a) Indemnity and other dealing arrangements\n\n \n\n Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the person making the disclosure and any party to the offer or any person acting in concert with a party to the offer: Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state \"none\" \n None \n\n \n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n\n \n\n Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state \"none\" \n None \n\n \n\n(c) Attachments\n\n \n\n Is a Supplemental Form 8 (Open Positions) attached? NO \n\n \n\n \n\n Date of disclosure: September 15, 2026 \n Contact name: Anthony Puma \n Telephone number*: +1 212-446-9163 \n\n \n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\n \n\nThe Panel's Market Surveillance Unit is available for consultation in relation\nto the Code's disclosure requirements on +44 (0)20 7638 0129.\n\n \n\n*If the discloser is a natural person, a telephone number does not need to be\nincluded, provided contact information has been provided to the Panel's Market\nSurveillance Unit.\n\n \n\nThe Code can be viewed on the Panel's website at www.thetakeoverpanel.org.uk.\n\n\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved.","article_body_html":"","raw_payload":{"data":{"id":"nPRrF0807a-20260915","title":"REG-Cohen & Steers Capital Management Inc.: Form 8.3 - Prologis, Inc.","author":"PR Newswire","ticker":"PLD","created":"2026-09-15T13:33:35.518Z","tickers":["PLD","SGRO"],"exchange":"NYSE","article_body":"FORM 8.3\n\n \n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\n\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\n\nRule 8.3 of the Takeover Code (the \"Code\")\n\n \n\n \n\n1. KEY INFORMATION\n\n \n\n (a) Full name of discloser: Cohen & Steers, Inc. \n (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree Prologis, Inc. \n (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure 14 September 2026 \n (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? If it is a cash offer or possible cash offer, state \"N/A\" SEGRO plc \n\n \n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\n\n \n\nIf there are positions or rights to subscribe to disclose in more than one\nclass of relevant securities of the offeror or offeree named in 1(c), copy\ntable 2(a) or (b) (as appropriate) for each additional class of relevant\nsecurity.\n\n \n\n(a) Interests and short positions in the relevant securities of the offeror\nor offeree to which the disclosure relates following the dealing (if any)\n\n \n\n Class of relevant security: USD 0.01 common \n Interests Short positions \n Number % Number % \n (1) Relevant securities owned and/or controlled: 27,857,733 2.9312 \n (2) Cash-settled derivatives: \n (3) Stock-settled derivatives (including options) and agreements to purchase/sell: \n TOTAL: 27,857,733 2.9312 \n\n \n\nAll interests and all short positions should be disclosed.\n\n \n\nDetails of any open stock-settled derivative positions (including traded\noptions), or agreements to purchase or sell relevant securities, should be\ngiven on a Supplemental Form 8 (Open Positions).\n\n \n\n(b) Rights to subscribe for new securities (including directors' and other\nemployee options)\n\n \n\n Class of relevant security in relation to which subscription right exists: N/A \n Details, including nature of the rights concerned and relevant percentages: N/A \n\n \n\n \n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\n\n \n\nWhere there have been dealings in more than one class of relevant securities\nof the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as\nappropriate) for each additional class of relevant security dealt in.\n\n \n\nThe currency of all prices and other monetary amounts should be stated.\n\n \n\n(a) Purchases and sales\n\n \n\n Class of relevant security Purchase/sale Number of securities Price per unit \n USD 0.01 common Purchase 77,870 134.7295 USD \n USD 0.01 common Purchase 539 135.1900 USD \n\n \n\n(b) Cash-settled derivative transactions\n\n \n\n Class of relevant security Product description e.g. CFD Nature of dealing e.g. opening/closing a long/short position, increasing/reducing a long/short position Number of reference securities Price per unit \n \n\n \n\n(c) Stock-settled derivative transactions (including options)\n\n \n\n(i) Writing, selling, purchasing or varying\n\n \n\n Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type e.g. American, European etc. Expiry date Option money paid/ received per unit \n \n\n \n\n(ii) Exercise\n\n \n\n Class of relevant security Product description e.g. call option Exercising/ exercised against Number of securities Exercise price per unit \n \n\n \n\n(d) Other dealings (including subscribing for new securities)\n\n \n\n Class of relevant security Nature of dealing e.g. subscription, conversion Details Price per unit (if applicable) \n \n\n \n\n \n\n4. OTHER INFORMATION\n\n \n\n(a) Indemnity and other dealing arrangements\n\n \n\n Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the person making the disclosure and any party to the offer or any person acting in concert with a party to the offer: Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state \"none\" \n None \n\n \n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n\n \n\n Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state \"none\" \n None \n\n \n\n(c) Attachments\n\n \n\n Is a Supplemental Form 8 (Open Positions) attached? NO \n\n \n\n \n\n Date of disclosure: September 15, 2026 \n Contact name: Anthony Puma \n Telephone number*: +1 212-446-9163 \n\n \n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\n \n\nThe Panel's Market Surveillance Unit is available for consultation in relation\nto the Code's disclosure requirements on +44 (0)20 7638 0129.\n\n \n\n*If the discloser is a natural person, a telephone number does not need to be\nincluded, provided contact information has been provided to the Panel's Market\nSurveillance Unit.\n\n \n\nThe Code can be viewed on the Panel's website at www.thetakeoverpanel.org.uk.\n\n\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved."},"type":"article","timestamp":"2026-09-15T13:33:35.569857564Z","server_sent_at_ms":1789479215569},"received_at":"2026-09-15T13:33:35.802Z","source_url":null},"analysis":{"id":"132939","press_release_id":"144107","analysis_json":{"industry":{"label":"Industrial REITs","sector":"Real Estate"},"redFlags":["Rule 8.3 filing implies a live Takeover Code offer situation involving Prologis and SEGRO plc; offer terms are not disclosed in this release","Disclosing 2.9% holder was a net buyer ahead of/alongside the offer process"],"eventType":"regulatory","narrative":"Cohen & Steers filed a Rule 8.3 disclosure under the UK Takeover Code showing it owns 27,857,733 Prologis common shares, equal to 2.9312% of the class, as of 14 September 2026.\n\nThe asset manager purchased 77,870 shares at 134.7295 USD and 539 shares at 135.1900 USD in the dealing period, modest additions to its existing stake, with no short positions, derivatives, or indemnity arrangements disclosed.\n\nThe form also discloses positions in respect of SEGRO plc, confirming the filing arises from an offer situation involving both companies; no terms of the offer are provided in this release.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Routine Takeover Code filing, but flags that a major institutional holder is adding to a 2.9% Prologis stake amid a PLD/SEGRO offer situation."},"keyFigures":{"customDimensions":{"derivatives":"none disclosed","sharesOwned":27857733,"positionDate":"14 September 2026","shortPositions":0,"ownershipPercent":"2.9312%","purchasePriceTranche1":134.7295,"purchasePriceTranche2":135.19,"sharesPurchasedTranche1":77870,"sharesPurchasedTranche2":539}},"namedEntities":{"people":[{"name":"Anthony Puma","role":"disclosure contact for Cohen & Steers"}],"products":[],"companies":[{"name":"Prologis, Inc.","ticker":"PLD","relationship":"subject company of the disclosure (filer)"},{"name":"Cohen & Steers, Inc.","relationship":"disclosing >1% shareholder / asset manager"},{"name":"SEGRO plc","relationship":"other party to the offer"}],"dollarAmounts":[{"amount":"134.7295 USD","context":"price per share for purchase of 77,870 Prologis common shares"},{"amount":"135.1900 USD","context":"price per share for purchase of 539 Prologis common shares"}]},"materialImpact":{"score":2,"reasoning":"Routine Rule 8.3 Takeover Code position disclosure by Cohen & Steers, a >1% holder of Prologis. The only incremental signal is modest net buying (~78,400 shares) and confirmation of a live offer situation involving SEGRO plc, with no offer terms disclosed."},"tickerRelevance":{"others":[],"primary":"PLD"},"globalImportance":22,"audienceRelevance":35,"eventTypeSecondary":["m_and_a"],"importanceComponents":{"mnaContext":"implies live PLD/SEGRO offer situation, no terms disclosed","tickerTier":"mega-cap S&P 100 REIT","eventGravity":"routine-takeover-code-position-disclosure","holderBehavior":"modest net buying by 2.9% holder","issuerAuthored":false}},"event_type":"regulatory","event_type_secondary":["m_and_a"],"sentiment":"neutral","material_impact_score":2,"narrative":"Cohen & Steers filed a Rule 8.3 disclosure under the UK Takeover Code showing it owns 27,857,733 Prologis common shares, equal to 2.9312% of the class, as of 14 September 2026.\n\nThe asset manager purchased 77,870 shares at 134.7295 USD and 539 shares at 135.1900 USD in the dealing period, modest additions to its existing stake, with no short positions, derivatives, or indemnity arrangements disclosed.\n\nThe form also discloses positions in respect of SEGRO plc, confirming the filing arises from an offer situation involving both companies; no terms of the offer are provided in this release.","key_figures":{"customDimensions":{"derivatives":"none disclosed","sharesOwned":27857733,"positionDate":"14 September 2026","shortPositions":0,"ownershipPercent":"2.9312%","purchasePriceTranche1":134.7295,"purchasePriceTranche2":135.19,"sharesPurchasedTranche1":77870,"sharesPurchasedTranche2":539}},"named_entities":{"people":[{"name":"Anthony Puma","role":"disclosure contact for Cohen & Steers"}],"products":[],"companies":[{"name":"Prologis, Inc.","ticker":"PLD","relationship":"subject company of the disclosure (filer)"},{"name":"Cohen & Steers, Inc.","relationship":"disclosing >1% shareholder / asset manager"},{"name":"SEGRO plc","relationship":"other party to the offer"}],"dollarAmounts":[{"amount":"134.7295 USD","context":"price per share for purchase of 77,870 Prologis common shares"},{"amount":"135.1900 USD","context":"price per share for purchase of 539 Prologis common shares"}]},"model_name":"glm-5.3-flash","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-15T13:34:12.879Z","global_importance":22,"audience_relevance":35,"importance_components":{"mnaContext":"implies live PLD/SEGRO offer situation, no terms disclosed","tickerTier":"mega-cap S&P 100 REIT","eventGravity":"routine-takeover-code-position-disclosure","holderBehavior":"modest net buying by 2.9% holder","issuerAuthored":false}},"durationMs":37066,"modelName":"glm-5.3-flash"}}