Holders over time
- HST
- PLD
| Quarter | HST | PLD |
|---|---|---|
| Q3 2020 | 5 holders, $523m | 15 holders, $8.1bn |
| Q4 2020 | 5 holders, $714m | 20 holders, $7.5bn |
| Q1 2021 | 8 holders, $743m | 24 holders, $8.0bn |
| Q2 2021 | 6 holders, $982m | 21 holders, $9.0bn |
| Q3 2021 | 5 holders, $883m | 21 holders, $10.0bn |
| Q4 2021 | 6 holders, $983m | 19 holders, $13.4bn |
| Q1 2022 | 8 holders, $1.2bn | 18 holders, $12.3bn |
| Q2 2022 | 13 holders, $1.7bn | 27 holders, $9.0bn |
| Q3 2022 | 13 holders, $1.2bn | 28 holders, $8.1bn |
| Q4 2022 | 9 holders, $1.5bn | 26 holders, $9.4bn |
| Q1 2023 | 12 holders, $1.7bn | 24 holders, $10.1bn |
| Q2 2023 | 7 holders, $1.5bn | 22 holders, $9.3bn |
| Q3 2023 | 9 holders, $1.7bn | 21 holders, $8.4bn |
| Q4 2023 | 8 holders, $1.5bn | 17 holders, $11.0bn |
| Q1 2024 | 8 holders, $1.7bn | 19 holders, $10.8bn |
| Q2 2024 | 8 holders, $1.4bn | 17 holders, $9.2bn |
| Q3 2024 | 9 holders, $821m | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $492m | 15 holders, $9.1bn |
| Q1 2025 | 9 holders, $488m | 15 holders, $10.3bn |
| Q2 2025 | 6 holders, $749m | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $1.0bn | 20 holders, $9.8bn |
| Q4 2025 | 9 holders, $803m | 18 holders, $10.6bn |
| Q1 2026 | 12 holders, $942m | 20 holders, $10.9bn |
| Q2 2026 | 10 holders, $950m | 23 holders, $11.1bn |
Host Hotels & Resorts Inc
- Holders
- 9
- Reported value
- $488m
- Buyers
- 7
- Sellers
- 1
Breadth +6 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 (2)
Only HST (7)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Man Group PLC, Woodline Partners LP
Only PLD (13)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, 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.