Holders over time
- IRM
- PLD
| Quarter | IRM | PLD |
|---|---|---|
| Q3 2020 | 3 holders, $951m | 15 holders, $8.1bn |
| Q4 2020 | 3 holders, $865m | 20 holders, $7.5bn |
| Q1 2021 | 2 holders, $1.2bn | 24 holders, $8.0bn |
| Q2 2021 | 2 holders, $1.4bn | 21 holders, $9.0bn |
| Q3 2021 | 2 holders, $1.4bn | 21 holders, $10.0bn |
| Q4 2021 | 3 holders, $2.0bn | 19 holders, $13.4bn |
| Q1 2022 | 2 holders, $1.7bn | 18 holders, $12.3bn |
| Q2 2022 | 3 holders, $1.4bn | 27 holders, $9.0bn |
| Q3 2022 | 5 holders, $1.3bn | 28 holders, $8.1bn |
| Q4 2022 | 5 holders, $1.6bn | 26 holders, $9.4bn |
| Q1 2023 | 3 holders, $1.4bn | 24 holders, $10.1bn |
| Q2 2023 | 4 holders, $1.2bn | 22 holders, $9.3bn |
| Q3 2023 | 7 holders, $1.6bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $892m | 17 holders, $11.0bn |
| Q1 2024 | 10 holders, $758m | 19 holders, $10.8bn |
| Q2 2024 | 6 holders, $811m | 17 holders, $9.2bn |
| Q3 2024 | 6 holders, $956m | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $856m | 15 holders, $9.1bn |
| Q1 2025 | 11 holders, $1.1bn | 15 holders, $10.3bn |
| Q2 2025 | 11 holders, $1.8bn | 17 holders, $9.4bn |
| Q3 2025 | 6 holders, $1.7bn | 20 holders, $9.8bn |
| Q4 2025 | 6 holders, $1.3bn | 18 holders, $10.6bn |
| Q1 2026 | 9 holders, $1.7bn | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $2.0bn | 23 holders, $11.1bn |
Iron MTN Inc Del
- Holders
- 11
- Reported value
- $1.1bn
- Buyers
- 6
- Sellers
- 5
Breadth +1 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
Only IRM (8)
Balyasny Asset Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Man Group PLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only PLD (12)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, GAMCO Investors Inc, Invesco Ltd, 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.