Holders over time
- VMRK
- PLD
| Quarter | VMRK | PLD |
|---|---|---|
| Q3 2020 | 15 holders, $1.8bn | 15 holders, $8.1bn |
| Q4 2020 | 6 holders, $1.6bn | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $2.3bn | 24 holders, $8.0bn |
| Q2 2021 | 11 holders, $2.5bn | 21 holders, $9.0bn |
| Q3 2021 | 12 holders, $2.9bn | 21 holders, $10.0bn |
| Q4 2021 | 14 holders, $3.1bn | 19 holders, $13.4bn |
| Q1 2022 | 15 holders, $3.0bn | 18 holders, $12.3bn |
| Q2 2022 | 17 holders, $2.5bn | 27 holders, $9.0bn |
| Q3 2022 | 14 holders, $2.2bn | 28 holders, $8.1bn |
| Q4 2022 | 16 holders, $2.1bn | 26 holders, $9.4bn |
| Q1 2023 | 15 holders, $2.3bn | 24 holders, $10.1bn |
| Q2 2023 | 16 holders, $2.5bn | 22 holders, $9.3bn |
| Q3 2023 | 13 holders, $2.1bn | 21 holders, $8.4bn |
| Q4 2023 | 16 holders, $2.7bn | 17 holders, $11.0bn |
| Q1 2024 | 11 holders, $2.7bn | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $2.6bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $3.3bn | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $3.2bn | 15 holders, $9.1bn |
| Q1 2025 | 9 holders, $3.2bn | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $3.1bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $3.0bn | 20 holders, $9.8bn |
| Q4 2025 | 9 holders, $1.9bn | 18 holders, $10.6bn |
| Q1 2026 | 8 holders, $1.9bn | 20 holders, $10.9bn |
| Q2 2026 | 9 holders, $2.5bn | 23 holders, $11.1bn |
Equity Residential
- Holders
- 7
- Reported value
- $2.6bn
- Buyers
- 4
- Sellers
- 5
Breadth -1 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
Both (5)
Baillie Gifford & Co, GAMCO Investors Inc, Invesco Ltd, Millennium Management LLC, T. Rowe Price Associates Inc
Only PLD (12)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, 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.