Holders over time
- EGP
- PLD
| Quarter | EGP | PLD |
|---|---|---|
| Q3 2020 | 2 holders, $341m | 15 holders, $8.1bn |
| Q4 2020 | 2 holders, $372m | 20 holders, $7.5bn |
| Q1 2021 | 2 holders, $420m | 24 holders, $8.0bn |
| Q2 2021 | 2 holders, $487m | 21 holders, $9.0bn |
| Q3 2021 | 2 holders, $498m | 21 holders, $10.0bn |
| Q4 2021 | 4 holders, $693m | 19 holders, $13.4bn |
| Q1 2022 | 3 holders, $636m | 18 holders, $12.3bn |
| Q2 2022 | 8 holders, $623m | 27 holders, $9.0bn |
| Q3 2022 | 5 holders, $161m | 28 holders, $8.1bn |
| Q4 2022 | 4 holders, $129m | 26 holders, $9.4bn |
| Q1 2023 | 3 holders, $144m | 24 holders, $10.1bn |
| Q2 2023 | 4 holders, $187m | 22 holders, $9.3bn |
| Q3 2023 | 8 holders, $402m | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $290m | 17 holders, $11.0bn |
| Q1 2024 | 12 holders, $350m | 19 holders, $10.8bn |
| Q2 2024 | 10 holders, $427m | 17 holders, $9.2bn |
| Q3 2024 | 12 holders, $510m | 16 holders, $10.5bn |
| Q4 2024 | 11 holders, $504m | 15 holders, $9.1bn |
| Q1 2025 | 10 holders, $477m | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $450m | 17 holders, $9.4bn |
| Q3 2025 | 6 holders, $402m | 20 holders, $9.8bn |
| Q4 2025 | 6 holders, $377m | 18 holders, $10.6bn |
| Q1 2026 | 4 holders, $366m | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $498m | 23 holders, $11.1bn |
Eastgroup Ppty Inc
- Holders
- 11
- Reported value
- $504m
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 94 comparable managers.
Prologis Inc.
- Holders
- 15
- Reported value
- $9.1bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Only EGP (9)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only PLD (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group 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.