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ADC · PLD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ADC
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterADCPLD
Q3 20201 holders, $14m15 holders, $8.1bn
Q4 20202 holders, $24m20 holders, $7.5bn
Q1 20211 holders, $20m24 holders, $8.0bn
Q2 20214 holders, $47m21 holders, $9.0bn
Q3 20214 holders, $61m21 holders, $10.0bn
Q4 20212 holders, $102m19 holders, $13.4bn
Q1 20223 holders, $14m18 holders, $12.3bn
Q2 20226 holders, $118m27 holders, $9.0bn
Q3 202214 holders, $378m28 holders, $8.1bn
Q4 202211 holders, $378m26 holders, $9.4bn
Q1 202310 holders, $298m24 holders, $10.1bn
Q2 202312 holders, $287m22 holders, $9.3bn
Q3 202310 holders, $225m21 holders, $8.4bn
Q4 20236 holders, $150m17 holders, $11.0bn
Q1 20249 holders, $200m19 holders, $10.8bn
Q2 20249 holders, $228m17 holders, $9.2bn
Q3 202410 holders, $330m16 holders, $10.5bn
Q4 202414 holders, $450m15 holders, $9.1bn
Q1 202513 holders, $557m15 holders, $10.3bn
Q2 202510 holders, $606m17 holders, $9.4bn
Q3 202512 holders, $695m20 holders, $9.8bn
Q4 202511 holders, $662m18 holders, $10.6bn
Q1 20269 holders, $587m20 holders, $10.9bn
Q2 202612 holders, $717m23 holders, $11.1bn
ADC

Agree Realty Corp

Holders
10
Reported value
$606m
Buyers
7
Sellers
4

Breadth +3 among 95 comparable managers.

PLD

Prologis Inc.

Holders
17
Reported value
$9.4bn
Buyers
9
Sellers
8

Breadth +1 among 95 comparable managers.

Who holds both, Q2 2025

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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