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ARE · 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.
  • ARE
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterAREPLD
Q3 202016 holders, $2.8bn15 holders, $8.1bn
Q4 202010 holders, $2.5bn20 holders, $7.5bn
Q1 202113 holders, $2.0bn24 holders, $8.0bn
Q2 202115 holders, $2.9bn21 holders, $9.0bn
Q3 202113 holders, $3.5bn21 holders, $10.0bn
Q4 202113 holders, $3.8bn19 holders, $13.4bn
Q1 202216 holders, $2.6bn18 holders, $12.3bn
Q2 202215 holders, $1.4bn27 holders, $9.0bn
Q3 202211 holders, $1.2bn28 holders, $8.1bn
Q4 20228 holders, $910m26 holders, $9.4bn
Q1 202310 holders, $782m24 holders, $10.1bn
Q2 20239 holders, $573m22 holders, $9.3bn
Q3 20238 holders, $498m21 holders, $8.4bn
Q4 20234 holders, $690m17 holders, $11.0bn
Q1 20246 holders, $800m19 holders, $10.8bn
Q2 20248 holders, $786m17 holders, $9.2bn
Q3 20248 holders, $742m16 holders, $10.5bn
Q4 202410 holders, $505m15 holders, $9.1bn
Q1 20258 holders, $804m15 holders, $10.3bn
Q2 20258 holders, $534m17 holders, $9.4bn
Q3 20257 holders, $922m20 holders, $9.8bn
Q4 20255 holders, $295m18 holders, $10.6bn
Q1 20266 holders, $341m20 holders, $10.9bn
Q2 20266 holders, $861m23 holders, $11.1bn
ARE

Alexandria Real Estate Equities Inc

Holders
8
Reported value
$534m
Buyers
8
Sellers
0

Breadth +8 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 22 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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