Holders over time
- BRX
- PLD
| Quarter | BRX | PLD |
|---|---|---|
| Q3 2020 | 3 holders, $153m | 15 holders, $8.1bn |
| Q4 2020 | 4 holders, $445m | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $465m | 24 holders, $8.0bn |
| Q2 2021 | 8 holders, $614m | 21 holders, $9.0bn |
| Q3 2021 | 8 holders, $686m | 21 holders, $10.0bn |
| Q4 2021 | 8 holders, $919m | 19 holders, $13.4bn |
| Q1 2022 | 10 holders, $1.2bn | 18 holders, $12.3bn |
| Q2 2022 | 12 holders, $1.0bn | 27 holders, $9.0bn |
| Q3 2022 | 12 holders, $917m | 28 holders, $8.1bn |
| Q4 2022 | 10 holders, $1.1bn | 26 holders, $9.4bn |
| Q1 2023 | 12 holders, $991m | 24 holders, $10.1bn |
| Q2 2023 | 11 holders, $836m | 22 holders, $9.3bn |
| Q3 2023 | 11 holders, $822m | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $934m | 17 holders, $11.0bn |
| Q1 2024 | 8 holders, $786m | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $576m | 17 holders, $9.2bn |
| Q3 2024 | 10 holders, $696m | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $607m | 15 holders, $9.1bn |
| Q1 2025 | 9 holders, $496m | 15 holders, $10.3bn |
| Q2 2025 | 8 holders, $554m | 17 holders, $9.4bn |
| Q3 2025 | 10 holders, $658m | 20 holders, $9.8bn |
| Q4 2025 | 11 holders, $439m | 18 holders, $10.6bn |
| Q1 2026 | 12 holders, $537m | 20 holders, $10.9bn |
| Q2 2026 | 13 holders, $657m | 23 holders, $11.1bn |
Brixmor Property Group Inc
- Holders
- 8
- Reported value
- $786m
- Buyers
- 3
- Sellers
- 5
Breadth -2 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 (4)
Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Wellington Management Group LLP
Only BRX (4)
Caxton Associates LLP, Holocene Advisors LP, Millennium Management LLC, Quantbot Technologies LP
Only PLD (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Maverick Capital Ltd, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, 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.