REG - Nomura Holdings, Inc Prologis, Inc. - Form 8.3 - PROLOGIS INC

What happened

Nomura Holdings Inc filed a public opening position disclosure on 29 October 2026 under Rule 8.3 of the Takeover Code, relating to Prologis Inc, and stated it is also making disclosures about SEGRO PLC.

Confirmed

Global impact / market context

The filing reveals that Nomura holds interests in Prologis securities representing 1% or more, which means its trades and positions must now be publicly reported, giving investors visibility into a large holder's stance during a takeover situation.

Analyst inference

Rule 8.3 disclosures are required when a person holds relevant securities of 1% or more in a company involved in a takeover, so this suggests Prologis is connected to an offer or possible offer, with SEGRO also named.

Analyst inference

What to watch

1. Nomura's form states it is making disclosures in respect of SEGRO PLC as well as Prologis Inc. Confirmed
2. Watch for further Rule 8.3 filings from Nomura that would disclose changes to its Prologis position after 29 October 2026. Proposed
3. Watch whether additional disclosures name an offeror for Prologis, which would clarify why Nomura must report its 1% or greater interest. Analyst inference

Evidence

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