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DOC · PLD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DOC
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterDOCPLD
Q3 20207 holders, $790m15 holders, $8.1bn
Q4 20206 holders, $347m20 holders, $7.5bn
Q1 20213 holders, $215m24 holders, $8.0bn
Q2 20213 holders, $71m21 holders, $9.0bn
Q3 20213 holders, $86m21 holders, $10.0bn
Q4 20213 holders, $94m19 holders, $13.4bn
Q1 20225 holders, $507m18 holders, $12.3bn
Q2 20226 holders, $498m27 holders, $9.0bn
Q3 20227 holders, $481m28 holders, $8.1bn
Q4 202210 holders, $822m26 holders, $9.4bn
Q1 202311 holders, $902m24 holders, $10.1bn
Q2 202312 holders, $858m22 holders, $9.3bn
Q3 202313 holders, $809m21 holders, $8.4bn
Q4 202310 holders, $715m17 holders, $11.0bn
Q1 20249 holders, $617m19 holders, $10.8bn
Q2 202410 holders, $763m17 holders, $9.2bn
Q3 20249 holders, $754m16 holders, $10.5bn
Q4 20245 holders, $453m15 holders, $9.1bn
Q1 20253 holders, $491m15 holders, $10.3bn
Q2 20254 holders, $398m17 holders, $9.4bn
Q3 20254 holders, $346m20 holders, $9.8bn
Q4 20256 holders, $47m18 holders, $10.6bn
Q1 20264 holders, $420m20 holders, $10.9bn
Q2 20264 holders, $507m23 holders, $11.1bn
DOC

Healthpeak Properties Inc

Holders
10
Reported value
$763m
Buyers
8
Sellers
4

Breadth +4 among 94 comparable managers.

PLD

Prologis Inc.

Holders
17
Reported value
$9.2bn
Buyers
7
Sellers
11

Breadth -4 among 94 comparable managers.

Who holds both, Q2 2024

Among the 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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