Holders over time
- SBAC
- PLD
| Quarter | SBAC | PLD |
|---|---|---|
| Q3 2020 | 23 holders, $5.0bn | 15 holders, $8.1bn |
| Q4 2020 | 23 holders, $5.0bn | 20 holders, $7.5bn |
| Q1 2021 | 18 holders, $4.4bn | 24 holders, $8.0bn |
| Q2 2021 | 26 holders, $4.8bn | 21 holders, $9.0bn |
| Q3 2021 | 22 holders, $4.8bn | 21 holders, $10.0bn |
| Q4 2021 | 27 holders, $5.5bn | 19 holders, $13.4bn |
| Q1 2022 | 19 holders, $4.6bn | 18 holders, $12.3bn |
| Q2 2022 | 18 holders, $4.8bn | 27 holders, $9.0bn |
| Q3 2022 | 19 holders, $4.3bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $4.3bn | 26 holders, $9.4bn |
| Q1 2023 | 24 holders, $2.9bn | 24 holders, $10.1bn |
| Q2 2023 | 22 holders, $2.4bn | 22 holders, $9.3bn |
| Q3 2023 | 21 holders, $2.0bn | 21 holders, $8.4bn |
| Q4 2023 | 20 holders, $2.8bn | 17 holders, $11.0bn |
| Q1 2024 | 23 holders, $2.4bn | 19 holders, $10.8bn |
| Q2 2024 | 21 holders, $2.0bn | 17 holders, $9.2bn |
| Q3 2024 | 21 holders, $2.6bn | 16 holders, $10.5bn |
| Q4 2024 | 19 holders, $2.8bn | 15 holders, $9.1bn |
| Q1 2025 | 19 holders, $3.3bn | 15 holders, $10.3bn |
| Q2 2025 | 14 holders, $3.0bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $2.5bn | 20 holders, $9.8bn |
| Q4 2025 | 10 holders, $3.2bn | 18 holders, $10.6bn |
| Q1 2026 | 12 holders, $3.0bn | 20 holders, $10.9bn |
| Q2 2026 | 10 holders, $2.9bn | 23 holders, $11.1bn |
Sba Communications Corp
- Holders
- 19
- Reported value
- $2.8bn
- Buyers
- 9
- Sellers
- 13
Breadth -4 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
Both (7)
AQR Capital Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only SBAC (12)
Brevan Howard Capital Management LP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Moore Capital Management LP, Soroban Capital Partners LP, Verition Fund Management LLC, 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.