Holders over time
- PLD
- EQIX
| Quarter | PLD | EQIX |
|---|---|---|
| Q3 2020 | 15 holders, $8.1bn | 19 holders, $8.2bn |
| Q4 2020 | 20 holders, $7.5bn | 21 holders, $8.2bn |
| Q1 2021 | 24 holders, $8.0bn | 19 holders, $7.5bn |
| Q2 2021 | 21 holders, $9.0bn | 17 holders, $7.9bn |
| Q3 2021 | 21 holders, $10.0bn | 15 holders, $7.0bn |
| Q4 2021 | 19 holders, $13.4bn | 18 holders, $6.0bn |
| Q1 2022 | 18 holders, $12.3bn | 18 holders, $6.0bn |
| Q2 2022 | 27 holders, $9.0bn | 23 holders, $5.7bn |
| Q3 2022 | 28 holders, $8.1bn | 20 holders, $4.8bn |
| Q4 2022 | 26 holders, $9.4bn | 15 holders, $5.1bn |
| Q1 2023 | 24 holders, $10.1bn | 17 holders, $5.3bn |
| Q2 2023 | 22 holders, $9.3bn | 20 holders, $6.5bn |
| Q3 2023 | 21 holders, $8.4bn | 16 holders, $6.2bn |
| Q4 2023 | 17 holders, $11.0bn | 19 holders, $6.6bn |
| Q1 2024 | 19 holders, $10.8bn | 27 holders, $7.6bn |
| Q2 2024 | 17 holders, $9.2bn | 21 holders, $8.1bn |
| Q3 2024 | 16 holders, $10.5bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $9.1bn | 28 holders, $10.3bn |
| Q1 2025 | 15 holders, $10.3bn | 31 holders, $8.7bn |
| Q2 2025 | 17 holders, $9.4bn | 30 holders, $7.3bn |
| Q3 2025 | 20 holders, $9.8bn | 28 holders, $7.0bn |
| Q4 2025 | 18 holders, $10.6bn | 26 holders, $8.2bn |
| Q1 2026 | 20 holders, $10.9bn | 31 holders, $11.5bn |
| Q2 2026 | 23 holders, $11.1bn | 31 holders, $12.6bn |
Prologis Inc.
- Holders
- 20
- Reported value
- $9.8bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 95 comparable managers.
Equinix Inc
- Holders
- 28
- Reported value
- $7.0bn
- Buyers
- 17
- Sellers
- 12
Breadth +5 among 95 comparable managers.
Who holds both, Q3 2025
Both (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Fidelity (FMR LLC), 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 PLD (6)
Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Eisler Capital Management Ltd, GAMCO Investors Inc, Millennium Management LLC
Only EQIX (14)
Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Man Group PLC, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
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.