Holders over time
- IRM
- PLD
| Quarter | IRM | PLD |
|---|---|---|
| Q3 2020 | 3 holders, $951m | 15 holders, $8.1bn |
| Q4 2020 | 3 holders, $865m | 20 holders, $7.5bn |
| Q1 2021 | 2 holders, $1.2bn | 24 holders, $8.0bn |
| Q2 2021 | 2 holders, $1.4bn | 21 holders, $9.0bn |
| Q3 2021 | 2 holders, $1.4bn | 21 holders, $10.0bn |
| Q4 2021 | 3 holders, $2.0bn | 19 holders, $13.4bn |
| Q1 2022 | 2 holders, $1.7bn | 18 holders, $12.3bn |
| Q2 2022 | 3 holders, $1.4bn | 27 holders, $9.0bn |
| Q3 2022 | 5 holders, $1.3bn | 28 holders, $8.1bn |
| Q4 2022 | 5 holders, $1.6bn | 26 holders, $9.4bn |
| Q1 2023 | 3 holders, $1.4bn | 24 holders, $10.1bn |
| Q2 2023 | 4 holders, $1.2bn | 22 holders, $9.3bn |
| Q3 2023 | 7 holders, $1.6bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $892m | 17 holders, $11.0bn |
| Q1 2024 | 10 holders, $758m | 19 holders, $10.8bn |
| Q2 2024 | 6 holders, $811m | 17 holders, $9.2bn |
| Q3 2024 | 6 holders, $956m | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $856m | 15 holders, $9.1bn |
| Q1 2025 | 11 holders, $1.1bn | 15 holders, $10.3bn |
| Q2 2025 | 11 holders, $1.8bn | 17 holders, $9.4bn |
| Q3 2025 | 6 holders, $1.7bn | 20 holders, $9.8bn |
| Q4 2025 | 6 holders, $1.3bn | 18 holders, $10.6bn |
| Q1 2026 | 9 holders, $1.7bn | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $2.0bn | 23 holders, $11.1bn |
Iron MTN Inc Del
- Holders
- 9
- Reported value
- $892m
- Buyers
- 6
- Sellers
- 3
Breadth +3 among 93 comparable managers.
Prologis Inc.
- Holders
- 17
- Reported value
- $11.0bn
- Buyers
- 7
- Sellers
- 11
Breadth -4 among 93 comparable managers.
Who holds both, Q4 2023
Both (5)
Acadian Asset Management LLC, Capital World Investors, Invesco Ltd, Neuberger Berman Group LLC, Wellington Management Group LLP
Only IRM (4)
Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only PLD (12)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, T. Rowe Price Associates Inc, Two Sigma Investments LP
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.