Holders over time
- WPC
- PLD
| Quarter | WPC | PLD |
|---|---|---|
| Q3 2020 | 7 holders, $296m | 15 holders, $8.1bn |
| Q4 2020 | 5 holders, $264m | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $163m | 24 holders, $8.0bn |
| Q2 2021 | 6 holders, $169m | 21 holders, $9.0bn |
| Q3 2021 | 5 holders, $164m | 21 holders, $10.0bn |
| Q4 2021 | 3 holders, $176m | 19 holders, $13.4bn |
| Q1 2022 | 3 holders, $141m | 18 holders, $12.3bn |
| Q2 2022 | 4 holders, $402m | 27 holders, $9.0bn |
| Q3 2022 | 3 holders, $342m | 28 holders, $8.1bn |
| Q4 2022 | 5 holders, $434m | 26 holders, $9.4bn |
| Q1 2023 | 5 holders, $387m | 24 holders, $10.1bn |
| Q2 2023 | 7 holders, $225m | 22 holders, $9.3bn |
| Q3 2023 | 4 holders, $239m | 21 holders, $8.4bn |
| Q4 2023 | 3 holders, $247m | 17 holders, $11.0bn |
| Q1 2024 | 3 holders, $240m | 19 holders, $10.8bn |
| Q2 2024 | 5 holders, $293m | 17 holders, $9.2bn |
| Q3 2024 | 5 holders, $290m | 16 holders, $10.5bn |
| Q4 2024 | 1 holders, $219m | 15 holders, $9.1bn |
| Q1 2025 | 4 holders, $307m | 15 holders, $10.3bn |
| Q2 2025 | 3 holders, $291m | 17 holders, $9.4bn |
| Q3 2025 | 3 holders, $320m | 20 holders, $9.8bn |
| Q4 2025 | 4 holders, $329m | 18 holders, $10.6bn |
| Q1 2026 | 6 holders, $413m | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $391m | 23 holders, $11.1bn |
WP Carey Inc
- Holders
- 3
- Reported value
- $320m
- Buyers
- 3
- Sellers
- 0
Breadth +3 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 WPC (1)
Only PLD (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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, Janus Henderson Group Ltd, 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.