Holders over time
- PLD
- EQIX
| Quarter | PLD | EQIX |
|---|---|---|
| Q3 2020 | 15 holders, $8.1bn | 19 holders, $8.2bn |
| Q4 2020 | 20 holders, $7.5bn | 21 holders, $8.2bn |
| Q1 2021 | 24 holders, $8.0bn | 19 holders, $7.5bn |
| Q2 2021 | 21 holders, $9.0bn | 17 holders, $7.9bn |
| Q3 2021 | 21 holders, $10.0bn | 15 holders, $7.0bn |
| Q4 2021 | 19 holders, $13.4bn | 18 holders, $6.0bn |
| Q1 2022 | 18 holders, $12.3bn | 18 holders, $6.0bn |
| Q2 2022 | 27 holders, $9.0bn | 23 holders, $5.7bn |
| Q3 2022 | 28 holders, $8.1bn | 20 holders, $4.8bn |
| Q4 2022 | 26 holders, $9.4bn | 15 holders, $5.1bn |
| Q1 2023 | 24 holders, $10.1bn | 17 holders, $5.3bn |
| Q2 2023 | 22 holders, $9.3bn | 20 holders, $6.5bn |
| Q3 2023 | 21 holders, $8.4bn | 16 holders, $6.2bn |
| Q4 2023 | 17 holders, $11.0bn | 19 holders, $6.6bn |
| Q1 2024 | 19 holders, $10.8bn | 27 holders, $7.6bn |
| Q2 2024 | 17 holders, $9.2bn | 21 holders, $8.1bn |
| Q3 2024 | 16 holders, $10.5bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $9.1bn | 28 holders, $10.3bn |
| Q1 2025 | 15 holders, $10.3bn | 31 holders, $8.7bn |
| Q2 2025 | 17 holders, $9.4bn | 30 holders, $7.3bn |
| Q3 2025 | 20 holders, $9.8bn | 28 holders, $7.0bn |
| Q4 2025 | 18 holders, $10.6bn | 26 holders, $8.2bn |
| Q1 2026 | 20 holders, $10.9bn | 31 holders, $11.5bn |
| Q2 2026 | 23 holders, $11.1bn | 31 holders, $12.6bn |
Prologis Inc.
- Holders
- 15
- Reported value
- $10.3bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 95 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $8.7bn
- Buyers
- 21
- Sellers
- 10
Breadth +11 among 95 comparable managers.
Who holds both, Q1 2025
Both (12)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), 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
Only PLD (3)
Baillie Gifford & Co, Capital World Investors, GAMCO Investors Inc
Only EQIX (19)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Man Group PLC, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
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.