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ESRT · 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.
  • ESRT
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterESRTPLD
Q3 20204 holders, $174m15 holders, $8.1bn
Q4 20202 holders, $271m20 holders, $7.5bn
Q1 20212 holders, $288m24 holders, $8.0bn
Q2 20212 holders, $296m21 holders, $9.0bn
Q3 20212 holders, $259m21 holders, $10.0bn
Q4 20213 holders, $220m19 holders, $13.4bn
Q1 20223 holders, $244m18 holders, $12.3bn
Q2 20223 holders, $172m27 holders, $9.0bn
Q3 20222 holders, $154m28 holders, $8.1bn
Q4 20222 holders, $126m26 holders, $9.4bn
Q1 20232 holders, $127m24 holders, $10.1bn
Q2 20232 holders, $132m22 holders, $9.3bn
Q3 20232 holders, $128m21 holders, $8.4bn
Q4 20232 holders, $129m17 holders, $11.0bn
Q1 20244 holders, $108m19 holders, $10.8bn
Q2 20242 holders, $65m17 holders, $9.2bn
Q3 20242 holders, $30m16 holders, $10.5bn
Q4 20242 holders, $31m15 holders, $9.1bn
Q1 20251 holders, $12m15 holders, $10.3bn
Q2 20251 holders, $21m17 holders, $9.4bn
Q3 20251 holders, $20m20 holders, $9.8bn
Q4 20251 holders, $24m18 holders, $10.6bn
Q1 20261 holders, $34m20 holders, $10.9bn
Q2 20261 holders, $47m23 holders, $11.1bn
ESRT

Empire State Realty Trust Inc

Holders
2
Reported value
$65m
Buyers
0
Sellers
2

Breadth -2 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 18 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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