Prologis ( NYSE:PLD) raised its quarterly dividend from $1.01 to $1.07 in 2026, continuing a chain that has taken the payout from $0.58 in 2020 to $1.07 today. With Core FFO guidance of $6.07 to $6.23 and debt-to-EBITDA falling to 4.8x, coverage is comfortable. The logistics demand story remains intact, and the balance sheet has improved.
In a quarterly Form 13F filed with the Securities and Exchange Commission on October 17, 2025 ( link), Sapient Capital reported selling 8,029 shares of AppLovin during the quarter. The estimated value of the trade was $3,702,494. The fund retained a position of 1,272,462 shares. What Else to Know The sale reduced AppLovin's position to 13.95% of Sapient Capital's 13F AUM, but it remains the fund's 2nd-largest holding after Eli Lilly.