L3VLUP

STWD · 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.
  • STWD
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterSTWDPLD
Q3 20202 holders, $63m15 holders, $8.1bn
Q4 20202 holders, $66m20 holders, $7.5bn
Q1 20211 holders, $59m24 holders, $8.0bn
Q2 20211 holders, $60m21 holders, $9.0bn
Q3 20211 holders, $55m21 holders, $10.0bn
Q4 20216 holders, $138m19 holders, $13.4bn
Q1 20223 holders, $86m18 holders, $12.3bn
Q2 20222 holders, $74m27 holders, $9.0bn
Q3 20222 holders, $36m28 holders, $8.1bn
Q4 20223 holders, $24m26 holders, $9.4bn
Q1 20231 holders, $3.2m24 holders, $10.1bn
Q2 20233 holders, $30m22 holders, $9.3bn
Q3 2023none listed holders, n.a.21 holders, $8.4bn
Q4 20232 holders, $13m17 holders, $11.0bn
Q1 20241 holders, $16m19 holders, $10.8bn
Q2 20242 holders, $6.5m17 holders, $9.2bn
Q3 20241 holders, $13m16 holders, $10.5bn
Q4 2024none listed holders, n.a.15 holders, $9.1bn
Q1 20251 holders, $691k15 holders, $10.3bn
Q2 20252 holders, $42m17 holders, $9.4bn
Q3 20253 holders, $103m20 holders, $9.8bn
Q4 20253 holders, $91m18 holders, $10.6bn
Q1 20262 holders, $69m20 holders, $10.9bn
Q2 20261 holders, $5.4m23 holders, $11.1bn
STWD

Starwood Ppty TR Inc

Holders
1
Reported value
$13m
Buyers
1
Sellers
0

Breadth +1 among 94 comparable managers.

PLD

Prologis Inc.

Holders
16
Reported value
$10.5bn
Buyers
8
Sellers
8

Breadth 0 among 94 comparable managers.

Who holds both, Q3 2024

Among the 17 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.

Back to the 13F Explorer →