Holders over time
- HST
- PLD
| Quarter | HST | PLD |
|---|---|---|
| Q3 2020 | 5 holders, $523m | 15 holders, $8.1bn |
| Q4 2020 | 5 holders, $714m | 20 holders, $7.5bn |
| Q1 2021 | 8 holders, $743m | 24 holders, $8.0bn |
| Q2 2021 | 6 holders, $982m | 21 holders, $9.0bn |
| Q3 2021 | 5 holders, $883m | 21 holders, $10.0bn |
| Q4 2021 | 6 holders, $983m | 19 holders, $13.4bn |
| Q1 2022 | 8 holders, $1.2bn | 18 holders, $12.3bn |
| Q2 2022 | 13 holders, $1.7bn | 27 holders, $9.0bn |
| Q3 2022 | 13 holders, $1.2bn | 28 holders, $8.1bn |
| Q4 2022 | 9 holders, $1.5bn | 26 holders, $9.4bn |
| Q1 2023 | 12 holders, $1.7bn | 24 holders, $10.1bn |
| Q2 2023 | 7 holders, $1.5bn | 22 holders, $9.3bn |
| Q3 2023 | 9 holders, $1.7bn | 21 holders, $8.4bn |
| Q4 2023 | 8 holders, $1.5bn | 17 holders, $11.0bn |
| Q1 2024 | 8 holders, $1.7bn | 19 holders, $10.8bn |
| Q2 2024 | 8 holders, $1.4bn | 17 holders, $9.2bn |
| Q3 2024 | 9 holders, $821m | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $492m | 15 holders, $9.1bn |
| Q1 2025 | 9 holders, $488m | 15 holders, $10.3bn |
| Q2 2025 | 6 holders, $749m | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $1.0bn | 20 holders, $9.8bn |
| Q4 2025 | 9 holders, $803m | 18 holders, $10.6bn |
| Q1 2026 | 12 holders, $942m | 20 holders, $10.9bn |
| Q2 2026 | 10 holders, $950m | 23 holders, $11.1bn |
Host Hotels & Resorts Inc
- Holders
- 12
- Reported value
- $1.0bn
- Buyers
- 8
- Sellers
- 4
Breadth +4 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 (6)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, GAMCO Investors Inc, Invesco Ltd, Schonfeld Strategic Advisors LLC
Only HST (6)
Caxton Associates LLP, Citadel Advisors LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Woodline Partners LP
Only PLD (14)
Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, 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.