Holders over time
- FRT
- PLD
| Quarter | FRT | PLD |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 15 holders, $8.1bn |
| Q4 2020 | none listed holders, n.a. | 20 holders, $7.5bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $8.0bn |
| Q2 2021 | none listed holders, n.a. | 21 holders, $9.0bn |
| Q3 2021 | none listed holders, n.a. | 21 holders, $10.0bn |
| Q4 2021 | 1 holders, $3.2m | 19 holders, $13.4bn |
| Q1 2022 | 6 holders, $594m | 18 holders, $12.3bn |
| Q2 2022 | 4 holders, $434m | 27 holders, $9.0bn |
| Q3 2022 | 4 holders, $739m | 28 holders, $8.1bn |
| Q4 2022 | 4 holders, $857m | 26 holders, $9.4bn |
| Q1 2023 | 1 holders, $589m | 24 holders, $10.1bn |
| Q2 2023 | 2 holders, $580m | 22 holders, $9.3bn |
| Q3 2023 | 2 holders, $621m | 21 holders, $8.4bn |
| Q4 2023 | 5 holders, $449m | 17 holders, $11.0bn |
| Q1 2024 | 4 holders, $481m | 19 holders, $10.8bn |
| Q2 2024 | 5 holders, $474m | 17 holders, $9.2bn |
| Q3 2024 | 10 holders, $435m | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $732m | 15 holders, $9.1bn |
| Q1 2025 | 6 holders, $318m | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $358m | 17 holders, $9.4bn |
| Q3 2025 | 8 holders, $395m | 20 holders, $9.8bn |
| Q4 2025 | 8 holders, $482m | 18 holders, $10.6bn |
| Q1 2026 | 7 holders, $485m | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $768m | 23 holders, $11.1bn |
Federal Rlty Invt TR New
- Holders
- 8
- Reported value
- $395m
- Buyers
- 4
- Sellers
- 3
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
Only FRT (5)
Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Woodline Partners LP
Only PLD (17)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, 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.