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FCPT · PLD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FCPT
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterFCPTPLD
Q3 2020none listed holders, n.a.15 holders, $8.1bn
Q4 2020none listed holders, n.a.20 holders, $7.5bn
Q1 20211 holders, $287k24 holders, $8.0bn
Q2 20211 holders, $419k21 holders, $9.0bn
Q3 2021none listed holders, n.a.21 holders, $10.0bn
Q4 2021none listed holders, n.a.19 holders, $13.4bn
Q1 20221 holders, $5.2m18 holders, $12.3bn
Q2 20221 holders, $3.3m27 holders, $9.0bn
Q3 20221 holders, $4.0m28 holders, $8.1bn
Q4 20221 holders, $5.4m26 holders, $9.4bn
Q1 20233 holders, $28m24 holders, $10.1bn
Q2 20232 holders, $7.3m22 holders, $9.3bn
Q3 20232 holders, $5.3m21 holders, $8.4bn
Q4 20231 holders, $11m17 holders, $11.0bn
Q1 2024none listed holders, n.a.19 holders, $10.8bn
Q2 2024none listed holders, n.a.17 holders, $9.2bn
Q3 20242 holders, $46m16 holders, $10.5bn
Q4 20241 holders, $44m15 holders, $9.1bn
Q1 20258 holders, $191m15 holders, $10.3bn
Q2 20257 holders, $197m17 holders, $9.4bn
Q3 20254 holders, $87m20 holders, $9.8bn
Q4 20251 holders, $35m18 holders, $10.6bn
Q1 20263 holders, $103m20 holders, $10.9bn
Q2 20264 holders, $124m23 holders, $11.1bn
FCPT

Four Corners Property Trust Inc

Holders
1
Reported value
$11m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

PLD

Prologis Inc.

Holders
17
Reported value
$11.0bn
Buyers
7
Sellers
11

Breadth -4 among 93 comparable managers.

Who holds both, Q4 2023

Among the 18 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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