Holders over time
- AMH
- PLD
| Quarter | AMH | PLD |
|---|---|---|
| Q3 2020 | 8 holders, $583m | 15 holders, $8.1bn |
| Q4 2020 | 6 holders, $137m | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $222m | 24 holders, $8.0bn |
| Q2 2021 | 6 holders, $304m | 21 holders, $9.0bn |
| Q3 2021 | 9 holders, $448m | 21 holders, $10.0bn |
| Q4 2021 | 15 holders, $670m | 19 holders, $13.4bn |
| Q1 2022 | 9 holders, $459m | 18 holders, $12.3bn |
| Q2 2022 | 6 holders, $470m | 27 holders, $9.0bn |
| Q3 2022 | 8 holders, $404m | 28 holders, $8.1bn |
| Q4 2022 | 7 holders, $331m | 26 holders, $9.4bn |
| Q1 2023 | 7 holders, $472m | 24 holders, $10.1bn |
| Q2 2023 | 10 holders, $599m | 22 holders, $9.3bn |
| Q3 2023 | 11 holders, $720m | 21 holders, $8.4bn |
| Q4 2023 | 17 holders, $907m | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $549m | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $515m | 17 holders, $9.2bn |
| Q3 2024 | 9 holders, $631m | 16 holders, $10.5bn |
| Q4 2024 | 8 holders, $768m | 15 holders, $9.1bn |
| Q1 2025 | 7 holders, $613m | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $588m | 17 holders, $9.4bn |
| Q3 2025 | 10 holders, $512m | 20 holders, $9.8bn |
| Q4 2025 | 10 holders, $634m | 18 holders, $10.6bn |
| Q1 2026 | 13 holders, $458m | 20 holders, $10.9bn |
| Q2 2026 | 8 holders, $744m | 23 holders, $11.1bn |
American Homes 4 Rent
- Holders
- 10
- Reported value
- $512m
- Buyers
- 7
- Sellers
- 4
Breadth +3 among 95 comparable managers.
Prologis Inc.
- Holders
- 20
- Reported value
- $9.8bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 95 comparable managers.
Who holds both, Q3 2025
Both (5)
Arrowstreet Capital LP, GAMCO Investors Inc, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc
Only AMH (5)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only PLD (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, 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.