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.
- EPRT
- PLD
| Quarter | EPRT | PLD |
|---|---|---|
| Q3 2020 | 3 holders, $352m | 15 holders, $8.1bn |
| Q4 2020 | 1 holders, $255m | 20 holders, $7.5bn |
| Q1 2021 | 1 holders, $288m | 24 holders, $8.0bn |
| Q2 2021 | 1 holders, $326m | 21 holders, $9.0bn |
| Q3 2021 | 1 holders, $315m | 21 holders, $10.0bn |
| Q4 2021 | 3 holders, $347m | 19 holders, $13.4bn |
| Q1 2022 | 5 holders, $345m | 18 holders, $12.3bn |
| Q2 2022 | 4 holders, $249m | 27 holders, $9.0bn |
| Q3 2022 | 3 holders, $229m | 28 holders, $8.1bn |
| Q4 2022 | 6 holders, $236m | 26 holders, $9.4bn |
| Q1 2023 | 4 holders, $232m | 24 holders, $10.1bn |
| Q2 2023 | 5 holders, $229m | 22 holders, $9.3bn |
| Q3 2023 | 6 holders, $236m | 21 holders, $8.4bn |
| Q4 2023 | 6 holders, $319m | 17 holders, $11.0bn |
| Q1 2024 | 6 holders, $354m | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $428m | 17 holders, $9.2bn |
| Q3 2024 | 7 holders, $510m | 16 holders, $10.5bn |
| Q4 2024 | 8 holders, $472m | 15 holders, $9.1bn |
| Q1 2025 | 11 holders, $538m | 15 holders, $10.3bn |
| Q2 2025 | 13 holders, $565m | 17 holders, $9.4bn |
| Q3 2025 | 10 holders, $542m | 20 holders, $9.8bn |
| Q4 2025 | 10 holders, $650m | 18 holders, $10.6bn |
| Q1 2026 | 11 holders, $758m | 20 holders, $10.9bn |
| Q2 2026 | 7 holders, $536m | 23 holders, $11.1bn |
EPRT
Essential Pptys Rlty TR Inc
- Holders
- 8
- Reported value
- $472m
- Buyers
- 6
- Sellers
- 2
Breadth +4 among 94 comparable managers.
PLD
Prologis Inc.
- Holders
- 15
- Reported value
- $9.1bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Among the 19 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.