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SBAC · 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.
  • SBAC
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterSBACPLD
Q3 202023 holders, $5.0bn15 holders, $8.1bn
Q4 202023 holders, $5.0bn20 holders, $7.5bn
Q1 202118 holders, $4.4bn24 holders, $8.0bn
Q2 202126 holders, $4.8bn21 holders, $9.0bn
Q3 202122 holders, $4.8bn21 holders, $10.0bn
Q4 202127 holders, $5.5bn19 holders, $13.4bn
Q1 202219 holders, $4.6bn18 holders, $12.3bn
Q2 202218 holders, $4.8bn27 holders, $9.0bn
Q3 202219 holders, $4.3bn28 holders, $8.1bn
Q4 202222 holders, $4.3bn26 holders, $9.4bn
Q1 202324 holders, $2.9bn24 holders, $10.1bn
Q2 202322 holders, $2.4bn22 holders, $9.3bn
Q3 202321 holders, $2.0bn21 holders, $8.4bn
Q4 202320 holders, $2.8bn17 holders, $11.0bn
Q1 202423 holders, $2.4bn19 holders, $10.8bn
Q2 202421 holders, $2.0bn17 holders, $9.2bn
Q3 202421 holders, $2.6bn16 holders, $10.5bn
Q4 202419 holders, $2.8bn15 holders, $9.1bn
Q1 202519 holders, $3.3bn15 holders, $10.3bn
Q2 202514 holders, $3.0bn17 holders, $9.4bn
Q3 202512 holders, $2.5bn20 holders, $9.8bn
Q4 202510 holders, $3.2bn18 holders, $10.6bn
Q1 202612 holders, $3.0bn20 holders, $10.9bn
Q2 202610 holders, $2.9bn23 holders, $11.1bn
SBAC

Sba Communications Corp

Holders
14
Reported value
$3.0bn
Buyers
8
Sellers
8

Breadth 0 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 24 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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