What smart money is saying about SEGRO
SGRO.L
No fund has written a full thesis on SEGRO in our archive, but 3 fund letters report a position in it — most recently Royal London AM UK Growth Trust in June 2026.
3
Reported positions
0
Bought
0
Sold
6
Letters
Position history
Every position in SEGRO on record in the archive was reported in Q2 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- HoldsRoyal London AM UK Growth TrustJune 2026
“Segro was a strong performer for the fund following the recent bid approach from US peer Prologis.”
Read the letterSEGRO - HoldsRoyal London AM UK Dividend Growth FundJune 2026
“The major drivers of performance were holdings in stocks that received bid approaches – DCC, Tate & Lyle and Segro, as the seemingly relentless wave of takeover approaches for UK companies continued.”
Read the letterSEGRO - HoldsRoyal London AM UK Equity FundJune 2026
“Segro was a strong performer for the fund following the recent bid approach from US peer Prologis.”
Read the letterSEGRO
Also mentioned · 3
These funds discuss SEGRO — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Global Real Assets FundJuly 2026
“Prologis, the listed US logistics REIT, has made an unsolicited all-share bid for SEGRO, the UK's largest listed real estate company, at 925p per share, a 25% premium to SEGRO's undisturbed price, the price of a share before public knowledge of an industry event, but roughly in line with its book value.”
Read the letterSEGRO - MentionedRoyal London AM UK Equity Income FundJune 2026
“The major drivers of performance were holdings in stocks that received bid approaches – DCC, Tate & Lyle and Segro, as the seemingly relentless wave of takeover approaches for UK companies continued.”
Read the letterSEGRO - MentionedRoyal London AM UK Income with Growth TrustJune 2026
“the £12.6bn takeover bid for Segro from US logistics giant Prologis.”
Read the letterSEGRO
Read the letters behind these SEGRO positions
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