Holders over time
- LAMR
- PLD
| Quarter | LAMR | PLD |
|---|---|---|
| Q3 2020 | 8 holders, $742m | 15 holders, $8.1bn |
| Q4 2020 | 8 holders, $911m | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $1.5bn | 24 holders, $8.0bn |
| Q2 2021 | 8 holders, $1.8bn | 21 holders, $9.0bn |
| Q3 2021 | 8 holders, $1.9bn | 21 holders, $10.0bn |
| Q4 2021 | 10 holders, $1.9bn | 19 holders, $13.4bn |
| Q1 2022 | 8 holders, $1.7bn | 18 holders, $12.3bn |
| Q2 2022 | 10 holders, $1.1bn | 27 holders, $9.0bn |
| Q3 2022 | 10 holders, $1.0bn | 28 holders, $8.1bn |
| Q4 2022 | 10 holders, $1.3bn | 26 holders, $9.4bn |
| Q1 2023 | 6 holders, $1.3bn | 24 holders, $10.1bn |
| Q2 2023 | 8 holders, $1.4bn | 22 holders, $9.3bn |
| Q3 2023 | 9 holders, $1.2bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $1.6bn | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $1.7bn | 19 holders, $10.8bn |
| Q2 2024 | 9 holders, $1.8bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $2.1bn | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $1.7bn | 15 holders, $9.1bn |
| Q1 2025 | 17 holders, $1.6bn | 15 holders, $10.3bn |
| Q2 2025 | 13 holders, $2.0bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $1.6bn | 20 holders, $9.8bn |
| Q4 2025 | 14 holders, $1.5bn | 18 holders, $10.6bn |
| Q1 2026 | 9 holders, $1.2bn | 20 holders, $10.9bn |
| Q2 2026 | 9 holders, $1.5bn | 23 holders, $11.1bn |
Lamar Advertising Co
- Holders
- 9
- Reported value
- $1.7bn
- Buyers
- 6
- Sellers
- 2
Breadth +4 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 World Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Wellington Management Group LLP
Only LAMR (3)
Artisan Partners LP, ExodusPoint Capital Management LP, Markel Group Inc
Only PLD (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, 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.