Holders over time
- BN
- PLD
| Quarter | BN | PLD |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 15 holders, $8.1bn |
| Q4 2020 | none listed holders, n.a. | 20 holders, $7.5bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $8.0bn |
| Q2 2021 | none listed holders, n.a. | 21 holders, $9.0bn |
| Q3 2021 | none listed holders, n.a. | 21 holders, $10.0bn |
| Q4 2021 | none listed holders, n.a. | 19 holders, $13.4bn |
| Q1 2022 | none listed holders, n.a. | 18 holders, $12.3bn |
| Q2 2022 | none listed holders, n.a. | 27 holders, $9.0bn |
| Q3 2022 | none listed holders, n.a. | 28 holders, $8.1bn |
| Q4 2022 | 12 holders, $2.8bn | 26 holders, $9.4bn |
| Q1 2023 | 10 holders, $2.3bn | 24 holders, $10.1bn |
| Q2 2023 | 11 holders, $2.5bn | 22 holders, $9.3bn |
| Q3 2023 | 8 holders, $2.2bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $4.5bn | 17 holders, $11.0bn |
| Q1 2024 | 11 holders, $4.6bn | 19 holders, $10.8bn |
| Q2 2024 | 11 holders, $4.9bn | 17 holders, $9.2bn |
| Q3 2024 | 13 holders, $8.1bn | 16 holders, $10.5bn |
| Q4 2024 | 13 holders, $9.2bn | 15 holders, $9.1bn |
| Q1 2025 | 13 holders, $8.9bn | 15 holders, $10.3bn |
| Q2 2025 | 13 holders, $10.9bn | 17 holders, $9.4bn |
| Q3 2025 | 15 holders, $12.5bn | 20 holders, $9.8bn |
| Q4 2025 | 15 holders, $14.2bn | 18 holders, $10.6bn |
| Q1 2026 | 14 holders, $11.1bn | 20 holders, $10.9bn |
| Q2 2026 | 15 holders, $10.7bn | 23 holders, $11.1bn |
Brookfield Corp
- Holders
- 11
- Reported value
- $4.6bn
- Buyers
- 7
- Sellers
- 2
Breadth +5 among 93 comparable managers.
Prologis Inc.
- Holders
- 19
- Reported value
- $10.8bn
- Buyers
- 12
- Sellers
- 7
Breadth +5 among 93 comparable managers.
Who holds both, Q1 2024
Both (7)
Acadian Asset Management LLC, Baillie Gifford & Co, Capital World Investors, Fidelity (FMR LLC), Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC
Only BN (4)
Akre Capital Management LLC, Markel Group Inc, Soroban Capital Partners LP, Voloridge Investment Management LLC
Only PLD (12)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd
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.