Holders over time
- MAA
- PLD
| Quarter | MAA | PLD |
|---|---|---|
| Q3 2020 | 10 holders, $1.3bn | 15 holders, $8.1bn |
| Q4 2020 | 7 holders, $1.5bn | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $2.1bn | 24 holders, $8.0bn |
| Q2 2021 | 6 holders, $2.8bn | 21 holders, $9.0bn |
| Q3 2021 | 9 holders, $3.0bn | 21 holders, $10.0bn |
| Q4 2021 | 9 holders, $3.4bn | 19 holders, $13.4bn |
| Q1 2022 | 15 holders, $2.7bn | 18 holders, $12.3bn |
| Q2 2022 | 17 holders, $1.9bn | 27 holders, $9.0bn |
| Q3 2022 | 17 holders, $1.6bn | 28 holders, $8.1bn |
| Q4 2022 | 7 holders, $1.2bn | 26 holders, $9.4bn |
| Q1 2023 | 10 holders, $1.0bn | 24 holders, $10.1bn |
| Q2 2023 | 11 holders, $1.2bn | 22 holders, $9.3bn |
| Q3 2023 | 10 holders, $1.0bn | 21 holders, $8.4bn |
| Q4 2023 | 11 holders, $1.4bn | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $1.4bn | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $1.6bn | 17 holders, $9.2bn |
| Q3 2024 | 9 holders, $2.4bn | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $2.1bn | 15 holders, $9.1bn |
| Q1 2025 | 7 holders, $2.0bn | 15 holders, $10.3bn |
| Q2 2025 | 7 holders, $2.0bn | 17 holders, $9.4bn |
| Q3 2025 | 8 holders, $1.9bn | 20 holders, $9.8bn |
| Q4 2025 | 11 holders, $1.2bn | 18 holders, $10.6bn |
| Q1 2026 | 8 holders, $894m | 20 holders, $10.9bn |
| Q2 2026 | 8 holders, $1.6bn | 23 holders, $11.1bn |
Mid-america Apartment Communities Inc
- Holders
- 7
- Reported value
- $1.6bn
- Buyers
- 5
- Sellers
- 5
Breadth 0 among 94 comparable managers.
Prologis Inc.
- Holders
- 17
- Reported value
- $9.2bn
- Buyers
- 7
- Sellers
- 11
Breadth -4 among 94 comparable managers.
Who holds both, Q2 2024
Only MAA (3)
Balyasny Asset Management LLC, First Eagle Investment Management LLC, Verition Fund Management LLC
Only PLD (13)
AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, GAMCO Investors Inc, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.