EL7.AI
StocksUpdated×6•Originally published 18 April 2026•Updated 20 April 2026•
1 min read

Ninety One Adjusts Investment Portfolio with Major Stake Increase in Prologis

Key Facts

1Ninety One SA Pty Ltd increased its stake in Prologis by 2,027.7% to a total of 52,383 shares.
2Ninety One UK Ltd reduced its stake in The Boeing Company by 4.1% during the fourth quarter.
3Ninety One North America Inc. boosted its stake in VeriSign by 3.3%, bringing its total holding value to $38.6 million.

Ninety One North America significantly adjusted its Q4 portfolio, highlighted by a massive 2,027.7% surge in Prologis (PLD) holdings, while Merit Financial Group LLC also increased its stake in PLD by 38.2% to $3.81 million. This institutional interest follows Prologis raising its quarterly dividend to $1.07 per share and pivoting toward data center expansion. Merit Financial further expanded its footprint by boosting its position in American Tower Corporation by 60.6% to $4.08 million and increasing its Ameriprise Financial (AMP) holdings by 61.5%. Despite significant insider selling by AMP's leadership, the company declared a $1.60 per share dividend following an earnings beat. Meanwhile, Ninety One continues to reallocate capital, maintaining new positions in Colgate-Palmolive while trimming exposure to Boeing and Monster Beverage.