Holders over time
- GLPI
- PLD
| Quarter | GLPI | PLD |
|---|---|---|
| Q3 2020 | 11 holders, $1.6bn | 15 holders, $8.1bn |
| Q4 2020 | 9 holders, $1.5bn | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $1.5bn | 24 holders, $8.0bn |
| Q2 2021 | 5 holders, $1.6bn | 21 holders, $9.0bn |
| Q3 2021 | 7 holders, $2.0bn | 21 holders, $10.0bn |
| Q4 2021 | 11 holders, $2.3bn | 19 holders, $13.4bn |
| Q1 2022 | 9 holders, $2.0bn | 18 holders, $12.3bn |
| Q2 2022 | 14 holders, $2.2bn | 27 holders, $9.0bn |
| Q3 2022 | 11 holders, $1.9bn | 28 holders, $8.1bn |
| Q4 2022 | 14 holders, $2.1bn | 26 holders, $9.4bn |
| Q1 2023 | 10 holders, $1.6bn | 24 holders, $10.1bn |
| Q2 2023 | 7 holders, $1.5bn | 22 holders, $9.3bn |
| Q3 2023 | 5 holders, $1.2bn | 21 holders, $8.4bn |
| Q4 2023 | 11 holders, $1.3bn | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $1.2bn | 19 holders, $10.8bn |
| Q2 2024 | 8 holders, $1.2bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $1.7bn | 16 holders, $10.5bn |
| Q4 2024 | 8 holders, $1.6bn | 15 holders, $9.1bn |
| Q1 2025 | 10 holders, $1.8bn | 15 holders, $10.3bn |
| Q2 2025 | 12 holders, $1.9bn | 17 holders, $9.4bn |
| Q3 2025 | 14 holders, $1.8bn | 20 holders, $9.8bn |
| Q4 2025 | 13 holders, $1.8bn | 18 holders, $10.6bn |
| Q1 2026 | 13 holders, $1.7bn | 20 holders, $10.9bn |
| Q2 2026 | 12 holders, $1.8bn | 23 holders, $11.1bn |
Gaming & Leisure Pptys Inc
- Holders
- 12
- Reported value
- $1.9bn
- Buyers
- 9
- Sellers
- 4
Breadth +5 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 (4)
Balyasny Asset Management LLC, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only GLPI (8)
Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only PLD (13)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors 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.