Holders over time
- KIM
- PLD
| Quarter | KIM | PLD |
|---|---|---|
| Q3 2020 | 2 holders, $170m | 15 holders, $8.1bn |
| Q4 2020 | 3 holders, $236m | 20 holders, $7.5bn |
| Q1 2021 | 3 holders, $433m | 24 holders, $8.0bn |
| Q2 2021 | 4 holders, $497m | 21 holders, $9.0bn |
| Q3 2021 | 3 holders, $354m | 21 holders, $10.0bn |
| Q4 2021 | 4 holders, $390m | 19 holders, $13.4bn |
| Q1 2022 | 3 holders, $801m | 18 holders, $12.3bn |
| Q2 2022 | 4 holders, $898m | 27 holders, $9.0bn |
| Q3 2022 | 4 holders, $940m | 28 holders, $8.1bn |
| Q4 2022 | 7 holders, $1.2bn | 26 holders, $9.4bn |
| Q1 2023 | 7 holders, $840m | 24 holders, $10.1bn |
| Q2 2023 | 6 holders, $803m | 22 holders, $9.3bn |
| Q3 2023 | 8 holders, $971m | 21 holders, $8.4bn |
| Q4 2023 | 8 holders, $932m | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $628m | 19 holders, $10.8bn |
| Q2 2024 | 6 holders, $289m | 17 holders, $9.2bn |
| Q3 2024 | 6 holders, $1.2bn | 16 holders, $10.5bn |
| Q4 2024 | 9 holders, $1.4bn | 15 holders, $9.1bn |
| Q1 2025 | 5 holders, $1.1bn | 15 holders, $10.3bn |
| Q2 2025 | 6 holders, $833m | 17 holders, $9.4bn |
| Q3 2025 | 8 holders, $867m | 20 holders, $9.8bn |
| Q4 2025 | 8 holders, $1.1bn | 18 holders, $10.6bn |
| Q1 2026 | 8 holders, $1.1bn | 20 holders, $10.9bn |
| Q2 2026 | 9 holders, $609m | 23 holders, $11.1bn |
Kimco Rlty Corp
- Holders
- 9
- Reported value
- $628m
- Buyers
- 6
- Sellers
- 3
Breadth +3 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 (6)
Capital Research Global Investors, Eisler Capital Management Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Tudor Investment Corp
Only KIM (3)
Man Group PLC, Marshall Wace LLP, Verition Fund Management LLC
Only PLD (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Maverick Capital Ltd, T. Rowe Price Associates Inc, 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.