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NNN · 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.
  • NNN
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterNNNPLD
Q3 20204 holders, $540m15 holders, $8.1bn
Q4 20203 holders, $491m20 holders, $7.5bn
Q1 20214 holders, $555m24 holders, $8.0bn
Q2 20216 holders, $750m21 holders, $9.0bn
Q3 20215 holders, $587m21 holders, $10.0bn
Q4 20215 holders, $699m19 holders, $13.4bn
Q1 20225 holders, $695m18 holders, $12.3bn
Q2 20225 holders, $714m27 holders, $9.0bn
Q3 20227 holders, $632m28 holders, $8.1bn
Q4 20226 holders, $716m26 holders, $9.4bn
Q1 20238 holders, $728m24 holders, $10.1bn
Q2 20237 holders, $675m22 holders, $9.3bn
Q3 20236 holders, $250m21 holders, $8.4bn
Q4 20237 holders, $701m17 holders, $11.0bn
Q1 20244 holders, $273m19 holders, $10.8bn
Q2 20246 holders, $337m17 holders, $9.2bn
Q3 20248 holders, $979m16 holders, $10.5bn
Q4 20246 holders, $906m15 holders, $9.1bn
Q1 20259 holders, $1.1bn15 holders, $10.3bn
Q2 202511 holders, $1.2bn17 holders, $9.4bn
Q3 20257 holders, $1.3bn20 holders, $9.8bn
Q4 20258 holders, $1.2bn18 holders, $10.6bn
Q1 20268 holders, $1.3bn20 holders, $10.9bn
Q2 202610 holders, $788m23 holders, $11.1bn
NNN

National Retail Properties Inc

Holders
7
Reported value
$1.3bn
Buyers
5
Sellers
3

Breadth +2 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 24 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.

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