Holders over time
- SBAC
- PLD
| Quarter | SBAC | PLD |
|---|---|---|
| Q3 2020 | 23 holders, $5.0bn | 15 holders, $8.1bn |
| Q4 2020 | 23 holders, $5.0bn | 20 holders, $7.5bn |
| Q1 2021 | 18 holders, $4.4bn | 24 holders, $8.0bn |
| Q2 2021 | 26 holders, $4.8bn | 21 holders, $9.0bn |
| Q3 2021 | 22 holders, $4.8bn | 21 holders, $10.0bn |
| Q4 2021 | 27 holders, $5.5bn | 19 holders, $13.4bn |
| Q1 2022 | 19 holders, $4.6bn | 18 holders, $12.3bn |
| Q2 2022 | 18 holders, $4.8bn | 27 holders, $9.0bn |
| Q3 2022 | 19 holders, $4.3bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $4.3bn | 26 holders, $9.4bn |
| Q1 2023 | 24 holders, $2.9bn | 24 holders, $10.1bn |
| Q2 2023 | 22 holders, $2.4bn | 22 holders, $9.3bn |
| Q3 2023 | 21 holders, $2.0bn | 21 holders, $8.4bn |
| Q4 2023 | 20 holders, $2.8bn | 17 holders, $11.0bn |
| Q1 2024 | 23 holders, $2.4bn | 19 holders, $10.8bn |
| Q2 2024 | 21 holders, $2.0bn | 17 holders, $9.2bn |
| Q3 2024 | 21 holders, $2.6bn | 16 holders, $10.5bn |
| Q4 2024 | 19 holders, $2.8bn | 15 holders, $9.1bn |
| Q1 2025 | 19 holders, $3.3bn | 15 holders, $10.3bn |
| Q2 2025 | 14 holders, $3.0bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $2.5bn | 20 holders, $9.8bn |
| Q4 2025 | 10 holders, $3.2bn | 18 holders, $10.6bn |
| Q1 2026 | 12 holders, $3.0bn | 20 holders, $10.9bn |
| Q2 2026 | 10 holders, $2.9bn | 23 holders, $11.1bn |
Sba Communications Corp
- Holders
- 23
- Reported value
- $2.4bn
- Buyers
- 16
- Sellers
- 8
Breadth +8 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)
Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP
Only SBAC (16)
Akre Capital Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
Only PLD (12)
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, Maverick Capital Ltd, 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.