Holders over time
- FRT
- PLD
| Quarter | FRT | PLD |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 15 holders, $8.1bn |
| Q4 2020 | none listed holders, n.a. | 20 holders, $7.5bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $8.0bn |
| Q2 2021 | none listed holders, n.a. | 21 holders, $9.0bn |
| Q3 2021 | none listed holders, n.a. | 21 holders, $10.0bn |
| Q4 2021 | 1 holders, $3.2m | 19 holders, $13.4bn |
| Q1 2022 | 6 holders, $594m | 18 holders, $12.3bn |
| Q2 2022 | 4 holders, $434m | 27 holders, $9.0bn |
| Q3 2022 | 4 holders, $739m | 28 holders, $8.1bn |
| Q4 2022 | 4 holders, $857m | 26 holders, $9.4bn |
| Q1 2023 | 1 holders, $589m | 24 holders, $10.1bn |
| Q2 2023 | 2 holders, $580m | 22 holders, $9.3bn |
| Q3 2023 | 2 holders, $621m | 21 holders, $8.4bn |
| Q4 2023 | 5 holders, $449m | 17 holders, $11.0bn |
| Q1 2024 | 4 holders, $481m | 19 holders, $10.8bn |
| Q2 2024 | 5 holders, $474m | 17 holders, $9.2bn |
| Q3 2024 | 10 holders, $435m | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $732m | 15 holders, $9.1bn |
| Q1 2025 | 6 holders, $318m | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $358m | 17 holders, $9.4bn |
| Q3 2025 | 8 holders, $395m | 20 holders, $9.8bn |
| Q4 2025 | 8 holders, $482m | 18 holders, $10.6bn |
| Q1 2026 | 7 holders, $485m | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $768m | 23 holders, $11.1bn |
Federal Rlty Invt TR New
- Holders
- 9
- Reported value
- $358m
- Buyers
- 5
- Sellers
- 3
Breadth +2 among 95 comparable managers.
Prologis Inc.
- Holders
- 17
- Reported value
- $9.4bn
- Buyers
- 9
- Sellers
- 8
Breadth +1 among 95 comparable managers.
Who holds both, Q2 2025
Both (5)
Balyasny Asset Management LLC, Eisler Capital Management Ltd, Janus Henderson Group Ltd, MFS Investment Management, Schonfeld Strategic Advisors LLC
Only FRT (4)
Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Woodline Partners LP
Only PLD (12)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, 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.