Holders over time
- CCI
- PLD
| Quarter | CCI | PLD |
|---|---|---|
| Q3 2020 | 16 holders, $11.6bn | 15 holders, $8.1bn |
| Q4 2020 | 21 holders, $10.7bn | 20 holders, $7.5bn |
| Q1 2021 | 14 holders, $10.7bn | 24 holders, $8.0bn |
| Q2 2021 | 15 holders, $11.7bn | 21 holders, $9.0bn |
| Q3 2021 | 21 holders, $9.9bn | 21 holders, $10.0bn |
| Q4 2021 | 15 holders, $11.3bn | 19 holders, $13.4bn |
| Q1 2022 | 23 holders, $9.8bn | 18 holders, $12.3bn |
| Q2 2022 | 22 holders, $9.1bn | 27 holders, $9.0bn |
| Q3 2022 | 22 holders, $7.6bn | 28 holders, $8.1bn |
| Q4 2022 | 24 holders, $6.9bn | 26 holders, $9.4bn |
| Q1 2023 | 19 holders, $6.3bn | 24 holders, $10.1bn |
| Q2 2023 | 20 holders, $6.0bn | 22 holders, $9.3bn |
| Q3 2023 | 19 holders, $5.2bn | 21 holders, $8.4bn |
| Q4 2023 | 22 holders, $5.9bn | 17 holders, $11.0bn |
| Q1 2024 | 18 holders, $5.1bn | 19 holders, $10.8bn |
| Q2 2024 | 14 holders, $4.9bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $6.2bn | 16 holders, $10.5bn |
| Q4 2024 | 11 holders, $4.0bn | 15 holders, $9.1bn |
| Q1 2025 | 15 holders, $5.2bn | 15 holders, $10.3bn |
| Q2 2025 | 16 holders, $4.8bn | 17 holders, $9.4bn |
| Q3 2025 | 18 holders, $4.1bn | 20 holders, $9.8bn |
| Q4 2025 | 11 holders, $2.9bn | 18 holders, $10.6bn |
| Q1 2026 | 15 holders, $2.9bn | 20 holders, $10.9bn |
| Q2 2026 | 15 holders, $2.2bn | 23 holders, $11.1bn |
Crown Castle Intl Corp
- Holders
- 11
- Reported value
- $2.9bn
- Buyers
- 12
- Sellers
- 24
Breadth -12 among 92 comparable managers.
Prologis Inc.
- Holders
- 18
- Reported value
- $10.6bn
- Buyers
- 12
- Sellers
- 19
Breadth -7 among 92 comparable managers.
Who holds both, Q4 2025
Both (5)
Brevan Howard Capital Management LP, Invesco Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only CCI (6)
Capital World Investors, Elliott Investment Management LP, Man Group PLC, Renaissance Technologies LLC, Verition Fund Management LLC, Winton Group Ltd
Only PLD (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Steadfast Capital Management 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.