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LAMR · 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.
  • LAMR
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterLAMRPLD
Q3 20208 holders, $742m15 holders, $8.1bn
Q4 20208 holders, $911m20 holders, $7.5bn
Q1 20217 holders, $1.5bn24 holders, $8.0bn
Q2 20218 holders, $1.8bn21 holders, $9.0bn
Q3 20218 holders, $1.9bn21 holders, $10.0bn
Q4 202110 holders, $1.9bn19 holders, $13.4bn
Q1 20228 holders, $1.7bn18 holders, $12.3bn
Q2 202210 holders, $1.1bn27 holders, $9.0bn
Q3 202210 holders, $1.0bn28 holders, $8.1bn
Q4 202210 holders, $1.3bn26 holders, $9.4bn
Q1 20236 holders, $1.3bn24 holders, $10.1bn
Q2 20238 holders, $1.4bn22 holders, $9.3bn
Q3 20239 holders, $1.2bn21 holders, $8.4bn
Q4 20239 holders, $1.6bn17 holders, $11.0bn
Q1 20249 holders, $1.7bn19 holders, $10.8bn
Q2 20249 holders, $1.8bn17 holders, $9.2bn
Q3 202411 holders, $2.1bn16 holders, $10.5bn
Q4 202410 holders, $1.7bn15 holders, $9.1bn
Q1 202517 holders, $1.6bn15 holders, $10.3bn
Q2 202513 holders, $2.0bn17 holders, $9.4bn
Q3 202512 holders, $1.6bn20 holders, $9.8bn
Q4 202514 holders, $1.5bn18 holders, $10.6bn
Q1 20269 holders, $1.2bn20 holders, $10.9bn
Q2 20269 holders, $1.5bn23 holders, $11.1bn
LAMR

Lamar Advertising Co

Holders
12
Reported value
$1.6bn
Buyers
7
Sellers
4

Breadth +3 among 95 comparable managers.

PLD

Prologis Inc.

Holders
20
Reported value
$9.8bn
Buyers
10
Sellers
11

Breadth -1 among 95 comparable managers.

Who holds both, Q3 2025

Among the 28 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.

Back to the 13F Explorer →