{"success":true,"data":{"pressRelease":{"id":"155560","rtpr_id":"nBw350QYha-20260929","ticker":"PLD","exchange":"NYSE","all_tickers":["PLD"],"title":"REG-TIAA-CREF Form 8.3","author":"Business Wire","published_at":"2026-09-29T13:22:00.095Z","article_body":"Form 8.3\n\n \n\nFORM 8.3\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\n1. KEY INFORMATION\n (a) Full name of discloser: Teachers Insurance and Annuity Association of America/TIAA-CREF Investment \n Management, LLC/ Nuveen Asset Management, LLC \n (b) Owner or controller of interests and short positions disclosed, if N/A \n different from 1(a): \n \n \n \nThe naming of nominee or vehicle companies is insufficient. For a trust, the \n trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form Prologis, Inc \n relates: \n \n \n \nUse a separate form for each offeror/offeree \n (d) If an exempt fund manager connected with an offeror/offeree, state this N/A \n and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: 28 Sep 2026 \n \n \n \nFor an opening position disclosure, state the latest practicable date prior to \n the disclosure \n (f) In addition to the company in 1(c) above, is the discloser making SEGRO plc \n disclosures in respect of any other party to the offer? \n \n \n \nIf it is a cash offer or possible cash offer, state “N/A” \n\n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\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 1. Interests and short positions in the relevant securities of the offeror or\nofferee to which the disclosure relates following the dealing (if any)\n Class of relevant security: USD 0.01 common \n \n \n \n  \n   Interests Short positions \n \n \n \n  \n   Number % Number % \n (1) Relevant securities owned and/or controlled: 10,170,943 1.07 1,296 0.00 \n (2) Cash-settled derivatives:         \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to     2,600 0.00 \n purchase/sell: \n TOTAL: 10,170,943 1.07 3,896 0.00 \n\n\nAll interests and all short positions should be disclosed.\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(b) Rights to subscribe for new securities (including directors’ and other\nemployee options)\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 \n \n \nN/A \n \n \n \n  \n\n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\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\nThe currency of all prices and other monetary amounts should be stated.\n\n(a) Purchases and sales\n Class of relevant security Purchase/sale Number of securities Price per unit \n \n \n \n  \n USD 0.01 common Sell 5,607 USD 132.62 \n USD 0.01 common Sell 8,016 USD 132.44 \n USD 0.01 common Buy 461 USD 133.31 \n USD 0.01 common Sell 1235 USD 133.34 \n\n\n(b) Cash-settled derivative transactions\n Class of relevant security Product description Nature of dealing Number of reference securities Price per unit \n \n \n \n \ne.g. CFD \ne.g. opening/closing a long/short position, increasing/reducing a long/short \n position \n N/A N/A N/A N/A N/A \n \n \n \n  \n\n\n(c) Stock-settled derivative transactions (including options)\n\n(i) Writing, selling, purchasing or varying\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 Expiry date Option money paid/ received per unit \n \n \n \ne.g. American, European etc. \n USD 0.01 common Call Option Writing 2,600 USD 1.85 American 11/20/2026 N/A \n\n\n(ii) Exercise\n Class of relevant security Product description Exercising/ exercised against Number of securities Exercise price per unit \n \n \n \ne.g. call option \n N/A N/A N/A N/A N/A \n \n \n \n  \n\n\n(d) Other dealings (including subscribing for new securities)\n Class of relevant security Nature of dealing Details Price per unit (if applicable) \n \n \n \ne.g. subscription, conversion \n N/A N/A N/A N/A \n \n \n \n  \n\n\n4. OTHER INFORMATION\n\n(a) Indemnity and other dealing arrangements\n Details of any indemnity or option arrangement, or any agreement or \n understanding, formal or informal, relating to relevant securities which may \n be an inducement to deal or refrain from dealing entered into by the person \n making the disclosure and any party to the offer or any person acting in \n concert with a party to the offer: \n \n \n \nIrrevocable commitments and letters of intent should not be included. If there \n are no such agreements, arrangements or understandings, state “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n Details of any agreement, arrangement or understanding, formal or informal, \n between the person making the disclosure and any other person relating to: \n \n \n \n(i) the voting rights of any relevant securities under any option; or \n \n \n \n(ii) the voting rights or future acquisition or disposal of any relevant \n securities to which any derivative is referenced: \n \n \n \nIf there are no such agreements, arrangements or understandings, state \n “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(c) Attachments\n Is a Supplemental Form 8 (Open Positions) attached? YES \n\n Date of disclosure: 29 Sep 2026 \n Contact name: Stuart R. Brunet \n Telephone number: + 1 415 882 3711 \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\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\nMarket Surveillance Unit.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk&esheet=54612616&newsitemid=20260929311421&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=7545cfc3ed507594fdc6de2ea114c6da)\n.\n\nSUPPLEMENTAL FORM 8 (OPEN POSITIONS)\n\nDETAILS OF OPEN STOCK-SETTLED DERIVATIVE (INCLUDING OPTION) POSITIONS,\nAGREEMENTS TO PURCHASE OR SELL ETC.\n\nNote 5(i) on Rule 8 of the Takeover Code (the “Code”)\n\n1. KEY INFORMATION\n Full name of person making disclosure: Teachers Insurance and Annuity Association of America/ Nuveen Asset \n Management, LLC \n Name of offeror/offeree in relation to whose relevant securities the Prologis, Inc \n disclosure relates: \n\n\n2. STOCK-SETTLED DERIVATIVES (INCLUDING OPTIONS)\n Class of relevant security Product description e.g. call option Written or purchased Number of securities to which option or derivative relates Exercise price per unit Type Expiry date \n \n \n \ne.g. American, European etc. \n USD 0.01 common Call Option Written 2,600 USD 1.85 American 11/20/2026 \n\n\n3. AGREEMENTS TO PURCHASE OR SELL ETC.\n Full details should be given so that the nature of the interest or position \n can be fully understood: \n   \n \n \n \nN/A \n \n \n \n  \n \n \n \n  \n \n \n \n  \n\n\nIt is not necessary to provide details on a Supplemental Form (Open Positions)\nwith regard to cash-settled derivatives.\n\nThe currency of all prices and other monetary amounts should be stated.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk%2F&esheet=54612616&newsitemid=20260929311421&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=2&md5=819fe66950378c9afae25a10f0d46fbd)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260929311421/en/\n(https://www.businesswire.com/news/home/20260929311421/en/)\n\nTIAA-CREF\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw350QYha-20260929","title":"REG-TIAA-CREF Form 8.3","author":"Business Wire","ticker":"PLD","created":"2026-09-29T13:22:00.095Z","tickers":["PLD"],"exchange":"NYSE","article_body":"Form 8.3\n\n \n\nFORM 8.3\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\n1. KEY INFORMATION\n (a) Full name of discloser: Teachers Insurance and Annuity Association of America/TIAA-CREF Investment \n Management, LLC/ Nuveen Asset Management, LLC \n (b) Owner or controller of interests and short positions disclosed, if N/A \n different from 1(a): \n \n \n \nThe naming of nominee or vehicle companies is insufficient. For a trust, the \n trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form Prologis, Inc \n relates: \n \n \n \nUse a separate form for each offeror/offeree \n (d) If an exempt fund manager connected with an offeror/offeree, state this N/A \n and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: 28 Sep 2026 \n \n \n \nFor an opening position disclosure, state the latest practicable date prior to \n the disclosure \n (f) In addition to the company in 1(c) above, is the discloser making SEGRO plc \n disclosures in respect of any other party to the offer? \n \n \n \nIf it is a cash offer or possible cash offer, state “N/A” \n\n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\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 1. Interests and short positions in the relevant securities of the offeror or\nofferee to which the disclosure relates following the dealing (if any)\n Class of relevant security: USD 0.01 common \n \n \n \n  \n   Interests Short positions \n \n \n \n  \n   Number % Number % \n (1) Relevant securities owned and/or controlled: 10,170,943 1.07 1,296 0.00 \n (2) Cash-settled derivatives:         \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to     2,600 0.00 \n purchase/sell: \n TOTAL: 10,170,943 1.07 3,896 0.00 \n\n\nAll interests and all short positions should be disclosed.\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(b) Rights to subscribe for new securities (including directors’ and other\nemployee options)\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 \n \n \nN/A \n \n \n \n  \n\n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\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\nThe currency of all prices and other monetary amounts should be stated.\n\n(a) Purchases and sales\n Class of relevant security Purchase/sale Number of securities Price per unit \n \n \n \n  \n USD 0.01 common Sell 5,607 USD 132.62 \n USD 0.01 common Sell 8,016 USD 132.44 \n USD 0.01 common Buy 461 USD 133.31 \n USD 0.01 common Sell 1235 USD 133.34 \n\n\n(b) Cash-settled derivative transactions\n Class of relevant security Product description Nature of dealing Number of reference securities Price per unit \n \n \n \n \ne.g. CFD \ne.g. opening/closing a long/short position, increasing/reducing a long/short \n position \n N/A N/A N/A N/A N/A \n \n \n \n  \n\n\n(c) Stock-settled derivative transactions (including options)\n\n(i) Writing, selling, purchasing or varying\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 Expiry date Option money paid/ received per unit \n \n \n \ne.g. American, European etc. \n USD 0.01 common Call Option Writing 2,600 USD 1.85 American 11/20/2026 N/A \n\n\n(ii) Exercise\n Class of relevant security Product description Exercising/ exercised against Number of securities Exercise price per unit \n \n \n \ne.g. call option \n N/A N/A N/A N/A N/A \n \n \n \n  \n\n\n(d) Other dealings (including subscribing for new securities)\n Class of relevant security Nature of dealing Details Price per unit (if applicable) \n \n \n \ne.g. subscription, conversion \n N/A N/A N/A N/A \n \n \n \n  \n\n\n4. OTHER INFORMATION\n\n(a) Indemnity and other dealing arrangements\n Details of any indemnity or option arrangement, or any agreement or \n understanding, formal or informal, relating to relevant securities which may \n be an inducement to deal or refrain from dealing entered into by the person \n making the disclosure and any party to the offer or any person acting in \n concert with a party to the offer: \n \n \n \nIrrevocable commitments and letters of intent should not be included. If there \n are no such agreements, arrangements or understandings, state “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n Details of any agreement, arrangement or understanding, formal or informal, \n between the person making the disclosure and any other person relating to: \n \n \n \n(i) the voting rights of any relevant securities under any option; or \n \n \n \n(ii) the voting rights or future acquisition or disposal of any relevant \n securities to which any derivative is referenced: \n \n \n \nIf there are no such agreements, arrangements or understandings, state \n “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(c) Attachments\n Is a Supplemental Form 8 (Open Positions) attached? YES \n\n Date of disclosure: 29 Sep 2026 \n Contact name: Stuart R. Brunet \n Telephone number: + 1 415 882 3711 \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\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\nMarket Surveillance Unit.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk&esheet=54612616&newsitemid=20260929311421&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=7545cfc3ed507594fdc6de2ea114c6da)\n.\n\nSUPPLEMENTAL FORM 8 (OPEN POSITIONS)\n\nDETAILS OF OPEN STOCK-SETTLED DERIVATIVE (INCLUDING OPTION) POSITIONS,\nAGREEMENTS TO PURCHASE OR SELL ETC.\n\nNote 5(i) on Rule 8 of the Takeover Code (the “Code”)\n\n1. KEY INFORMATION\n Full name of person making disclosure: Teachers Insurance and Annuity Association of America/ Nuveen Asset \n Management, LLC \n Name of offeror/offeree in relation to whose relevant securities the Prologis, Inc \n disclosure relates: \n\n\n2. STOCK-SETTLED DERIVATIVES (INCLUDING OPTIONS)\n Class of relevant security Product description e.g. call option Written or purchased Number of securities to which option or derivative relates Exercise price per unit Type Expiry date \n \n \n \ne.g. American, European etc. \n USD 0.01 common Call Option Written 2,600 USD 1.85 American 11/20/2026 \n\n\n3. AGREEMENTS TO PURCHASE OR SELL ETC.\n Full details should be given so that the nature of the interest or position \n can be fully understood: \n   \n \n \n \nN/A \n \n \n \n  \n \n \n \n  \n \n \n \n  \n\n\nIt is not necessary to provide details on a Supplemental Form (Open Positions)\nwith regard to cash-settled derivatives.\n\nThe currency of all prices and other monetary amounts should be stated.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk%2F&esheet=54612616&newsitemid=20260929311421&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=2&md5=819fe66950378c9afae25a10f0d46fbd)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260929311421/en/\n(https://www.businesswire.com/news/home/20260929311421/en/)\n\nTIAA-CREF\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-09-29T13:22:00.16676408Z","server_sent_at_ms":1790688120166},"received_at":"2026-09-29T13:22:00.316Z","source_url":"https://www.businesswire.com/news/home/20260929311421/en/"},"analysis":{"id":"144284","press_release_id":"155560","analysis_json":{"industry":{"label":"Other Specialized REITs","sector":"Real Estate"},"redFlags":["Rule 8.3 filing implies a possible offer situation involving Prologis and SEGRO plc, but no offer terms are disclosed"],"eventType":"regulatory","narrative":"TIAA/Nuveen filed a UK Takeover Code Rule 8.3 disclosure showing it holds 10,170,943 Prologis shares, or 1.07% of the USD 0.01 common class, plus 3,896 in total short positions.\n\nDuring dealing on 28 Sep 2026 the group traded around the USD 132-133 level, selling a net roughly 14,400 shares, and wrote 2,600 American call options struck at USD 1.85 expiring 11/20/2026.\n\nThe form names SEGRO plc as another party to the offer in respect of which the discloser is making disclosures, implying a possible offer situation involving Prologis and SEGRO under the Code; no offer terms were announced.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Routine 1%+ shareholder position disclosure under UK Takeover Code; watch for actual offer announcements involving Prologis/SEGRO."},"keyFigures":{"customDimensions":{"shares_owned":10170943,"short_positions":3896,"ownership_percent":"1.07","call_option_expiry":"11/20/2026","call_option_strike":1.85,"call_options_written":2600}},"namedEntities":{"people":[{"name":"Stuart R. Brunet","role":"disclosure contact"}],"products":[],"companies":[{"name":"Prologis, Inc","ticker":"PLD","relationship":"offeree/subject of disclosure"},{"name":"Teachers Insurance and Annuity Association of America/TIAA-CREF Investment Management, LLC/Nuveen Asset Management, LLC","relationship":"disclosing shareholder"},{"name":"SEGRO plc","relationship":"other party to the possible offer"}],"dollarAmounts":[{"amount":"USD 132.62","context":"sale price of 5,607 Prologis shares"},{"amount":"USD 132.44","context":"sale price of 8,016 Prologis shares"},{"amount":"USD 133.31","context":"purchase price of 461 Prologis shares"},{"amount":"USD 133.34","context":"sale price of 1,235 Prologis shares"},{"amount":"USD 1.85","context":"exercise price per unit on 2,600 American call options written, expiring 11/20/2026"}]},"materialImpact":{"score":1,"reasoning":"Routine Rule 8.3 Takeover Code position disclosure by TIAA/Nuveen regarding its >1% stake in Prologis. No change to company fundamentals; standard regulatory paperwork, though its filing implies a possible offer situation involving Prologis and SEGRO plc."},"tickerRelevance":{"others":[],"primary":"PLD"},"globalImportance":12,"audienceRelevance":15,"eventTypeSecondary":[],"importanceComponents":{"note":"Filing hints at possible offer situation, but no terms announced; low standalone signal","tickerTier":"large-cap","eventGravity":"routine-regulatory-position-disclosure","householdBrandBoost":false}},"event_type":"regulatory","event_type_secondary":null,"sentiment":"neutral","material_impact_score":1,"narrative":"TIAA/Nuveen filed a UK Takeover Code Rule 8.3 disclosure showing it holds 10,170,943 Prologis shares, or 1.07% of the USD 0.01 common class, plus 3,896 in total short positions.\n\nDuring dealing on 28 Sep 2026 the group traded around the USD 132-133 level, selling a net roughly 14,400 shares, and wrote 2,600 American call options struck at USD 1.85 expiring 11/20/2026.\n\nThe form names SEGRO plc as another party to the offer in respect of which the discloser is making disclosures, implying a possible offer situation involving Prologis and SEGRO under the Code; no offer terms were announced.","key_figures":{"customDimensions":{"shares_owned":10170943,"short_positions":3896,"ownership_percent":"1.07","call_option_expiry":"11/20/2026","call_option_strike":1.85,"call_options_written":2600}},"named_entities":{"people":[{"name":"Stuart R. Brunet","role":"disclosure contact"}],"products":[],"companies":[{"name":"Prologis, Inc","ticker":"PLD","relationship":"offeree/subject of disclosure"},{"name":"Teachers Insurance and Annuity Association of America/TIAA-CREF Investment Management, LLC/Nuveen Asset Management, LLC","relationship":"disclosing shareholder"},{"name":"SEGRO plc","relationship":"other party to the possible offer"}],"dollarAmounts":[{"amount":"USD 132.62","context":"sale price of 5,607 Prologis shares"},{"amount":"USD 132.44","context":"sale price of 8,016 Prologis shares"},{"amount":"USD 133.31","context":"purchase price of 461 Prologis shares"},{"amount":"USD 133.34","context":"sale price of 1,235 Prologis shares"},{"amount":"USD 1.85","context":"exercise price per unit on 2,600 American call options written, expiring 11/20/2026"}]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-29T13:22:13.361Z","global_importance":12,"audience_relevance":15,"importance_components":{"note":"Filing hints at possible offer situation, but no terms announced; low standalone signal","tickerTier":"large-cap","eventGravity":"routine-regulatory-position-disclosure","householdBrandBoost":false}},"durationMs":13019,"modelName":"glm-5.3-flashx"}}