Holders over time
- PLD
- AMT
| Quarter | PLD | AMT |
|---|---|---|
| Q3 2020 | 15 holders, $8.1bn | 34 holders, $18.1bn |
| Q4 2020 | 20 holders, $7.5bn | 29 holders, $15.3bn |
| Q1 2021 | 24 holders, $8.0bn | 21 holders, $15.3bn |
| Q2 2021 | 21 holders, $9.0bn | 23 holders, $17.2bn |
| Q3 2021 | 21 holders, $10.0bn | 28 holders, $16.9bn |
| Q4 2021 | 19 holders, $13.4bn | 24 holders, $17.1bn |
| Q1 2022 | 18 holders, $12.3bn | 22 holders, $13.4bn |
| Q2 2022 | 27 holders, $9.0bn | 25 holders, $15.2bn |
| Q3 2022 | 28 holders, $8.1bn | 27 holders, $12.7bn |
| Q4 2022 | 26 holders, $9.4bn | 22 holders, $13.0bn |
| Q1 2023 | 24 holders, $10.1bn | 32 holders, $12.6bn |
| Q2 2023 | 22 holders, $9.3bn | 28 holders, $11.7bn |
| Q3 2023 | 21 holders, $8.4bn | 29 holders, $9.5bn |
| Q4 2023 | 17 holders, $11.0bn | 23 holders, $12.8bn |
| Q1 2024 | 19 holders, $10.8bn | 26 holders, $11.7bn |
| Q2 2024 | 17 holders, $9.2bn | 29 holders, $11.3bn |
| Q3 2024 | 16 holders, $10.5bn | 28 holders, $14.0bn |
| Q4 2024 | 15 holders, $9.1bn | 26 holders, $11.6bn |
| Q1 2025 | 15 holders, $10.3bn | 28 holders, $13.9bn |
| Q2 2025 | 17 holders, $9.4bn | 28 holders, $13.8bn |
| Q3 2025 | 20 holders, $9.8bn | 30 holders, $9.5bn |
| Q4 2025 | 18 holders, $10.6bn | 34 holders, $9.0bn |
| Q1 2026 | 20 holders, $10.9bn | 29 holders, $8.4bn |
| Q2 2026 | 23 holders, $11.1bn | 31 holders, $8.6bn |
Prologis Inc.
- Holders
- 15
- Reported value
- $9.1bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 94 comparable managers.
American Tower Corp
- Holders
- 26
- Reported value
- $11.6bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 94 comparable managers.
Who holds both, Q4 2024
Both (12)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AMT (14)
Akre Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Woodline Partners LP
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.