Holders over time
- AMT
- PLD
| Quarter | AMT | PLD |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 15 holders, $8.1bn |
| Q4 2020 | 29 holders, $15.3bn | 20 holders, $7.5bn |
| Q1 2021 | 21 holders, $15.3bn | 24 holders, $8.0bn |
| Q2 2021 | 23 holders, $17.2bn | 21 holders, $9.0bn |
| Q3 2021 | 28 holders, $16.9bn | 21 holders, $10.0bn |
| Q4 2021 | 24 holders, $17.1bn | 19 holders, $13.4bn |
| Q1 2022 | 22 holders, $13.4bn | 18 holders, $12.3bn |
| Q2 2022 | 25 holders, $15.2bn | 27 holders, $9.0bn |
| Q3 2022 | 27 holders, $12.7bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $13.0bn | 26 holders, $9.4bn |
| Q1 2023 | 32 holders, $12.6bn | 24 holders, $10.1bn |
| Q2 2023 | 28 holders, $11.7bn | 22 holders, $9.3bn |
| Q3 2023 | 29 holders, $9.5bn | 21 holders, $8.4bn |
| Q4 2023 | 23 holders, $12.8bn | 17 holders, $11.0bn |
| Q1 2024 | 26 holders, $11.7bn | 19 holders, $10.8bn |
| Q2 2024 | 29 holders, $11.3bn | 17 holders, $9.2bn |
| Q3 2024 | 28 holders, $14.0bn | 16 holders, $10.5bn |
| Q4 2024 | 26 holders, $11.6bn | 15 holders, $9.1bn |
| Q1 2025 | 28 holders, $13.9bn | 15 holders, $10.3bn |
| Q2 2025 | 28 holders, $13.8bn | 17 holders, $9.4bn |
| Q3 2025 | 30 holders, $9.5bn | 20 holders, $9.8bn |
| Q4 2025 | 34 holders, $9.0bn | 18 holders, $10.6bn |
| Q1 2026 | 29 holders, $8.4bn | 20 holders, $10.9bn |
| Q2 2026 | 31 holders, $8.6bn | 23 holders, $11.1bn |
American Tower Corp
- Holders
- 30
- Reported value
- $9.5bn
- Buyers
- 16
- Sellers
- 15
Breadth +1 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AMT (15)
Akre Capital Management LLC, Bridgewater Associates LP, Capital World Investors, Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Moore Capital Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.