Holders over time
- LAMR
- PLD
| Quarter | LAMR | PLD |
|---|---|---|
| Q3 2020 | 8 holders, $742m | 15 holders, $8.1bn |
| Q4 2020 | 8 holders, $911m | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $1.5bn | 24 holders, $8.0bn |
| Q2 2021 | 8 holders, $1.8bn | 21 holders, $9.0bn |
| Q3 2021 | 8 holders, $1.9bn | 21 holders, $10.0bn |
| Q4 2021 | 10 holders, $1.9bn | 19 holders, $13.4bn |
| Q1 2022 | 8 holders, $1.7bn | 18 holders, $12.3bn |
| Q2 2022 | 10 holders, $1.1bn | 27 holders, $9.0bn |
| Q3 2022 | 10 holders, $1.0bn | 28 holders, $8.1bn |
| Q4 2022 | 10 holders, $1.3bn | 26 holders, $9.4bn |
| Q1 2023 | 6 holders, $1.3bn | 24 holders, $10.1bn |
| Q2 2023 | 8 holders, $1.4bn | 22 holders, $9.3bn |
| Q3 2023 | 9 holders, $1.2bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $1.6bn | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $1.7bn | 19 holders, $10.8bn |
| Q2 2024 | 9 holders, $1.8bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $2.1bn | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $1.7bn | 15 holders, $9.1bn |
| Q1 2025 | 17 holders, $1.6bn | 15 holders, $10.3bn |
| Q2 2025 | 13 holders, $2.0bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $1.6bn | 20 holders, $9.8bn |
| Q4 2025 | 14 holders, $1.5bn | 18 holders, $10.6bn |
| Q1 2026 | 9 holders, $1.2bn | 20 holders, $10.9bn |
| Q2 2026 | 9 holders, $1.5bn | 23 holders, $11.1bn |
Lamar Advertising Co
- Holders
- 13
- Reported value
- $2.0bn
- 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 (6)
Brevan Howard Capital Management LP, Capital World Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, Wellington Management Group LLP
Only LAMR (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Markel Group Inc, Quantbot Technologies LP, Voloridge Investment Management LLC
Only PLD (11)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
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.