Holders over time
- AMT
- PLD
| Quarter | AMT | PLD |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 15 holders, $8.1bn |
| Q4 2020 | 29 holders, $15.3bn | 20 holders, $7.5bn |
| Q1 2021 | 21 holders, $15.3bn | 24 holders, $8.0bn |
| Q2 2021 | 23 holders, $17.2bn | 21 holders, $9.0bn |
| Q3 2021 | 28 holders, $16.9bn | 21 holders, $10.0bn |
| Q4 2021 | 24 holders, $17.1bn | 19 holders, $13.4bn |
| Q1 2022 | 22 holders, $13.4bn | 18 holders, $12.3bn |
| Q2 2022 | 25 holders, $15.2bn | 27 holders, $9.0bn |
| Q3 2022 | 27 holders, $12.7bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $13.0bn | 26 holders, $9.4bn |
| Q1 2023 | 32 holders, $12.6bn | 24 holders, $10.1bn |
| Q2 2023 | 28 holders, $11.7bn | 22 holders, $9.3bn |
| Q3 2023 | 29 holders, $9.5bn | 21 holders, $8.4bn |
| Q4 2023 | 23 holders, $12.8bn | 17 holders, $11.0bn |
| Q1 2024 | 26 holders, $11.7bn | 19 holders, $10.8bn |
| Q2 2024 | 29 holders, $11.3bn | 17 holders, $9.2bn |
| Q3 2024 | 28 holders, $14.0bn | 16 holders, $10.5bn |
| Q4 2024 | 26 holders, $11.6bn | 15 holders, $9.1bn |
| Q1 2025 | 28 holders, $13.9bn | 15 holders, $10.3bn |
| Q2 2025 | 28 holders, $13.8bn | 17 holders, $9.4bn |
| Q3 2025 | 30 holders, $9.5bn | 20 holders, $9.8bn |
| Q4 2025 | 34 holders, $9.0bn | 18 holders, $10.6bn |
| Q1 2026 | 29 holders, $8.4bn | 20 holders, $10.9bn |
| Q2 2026 | 31 holders, $8.6bn | 23 holders, $11.1bn |
American Tower Corp
- Holders
- 28
- Reported value
- $13.9bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 95 comparable managers.
Prologis Inc.
- Holders
- 15
- Reported value
- $10.3bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 95 comparable managers.
Who holds both, Q1 2025
Both (13)
AllianceBernstein LP, AQR Capital Management LLC, 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 (15)
Akre Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Viking Global Investors LP, Walleye Capital LLC
Only PLD (2)
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.