Holders over time
- IRM
- PLD
| Quarter | IRM | PLD |
|---|---|---|
| Q3 2020 | 3 holders, $951m | 15 holders, $8.1bn |
| Q4 2020 | 3 holders, $865m | 20 holders, $7.5bn |
| Q1 2021 | 2 holders, $1.2bn | 24 holders, $8.0bn |
| Q2 2021 | 2 holders, $1.4bn | 21 holders, $9.0bn |
| Q3 2021 | 2 holders, $1.4bn | 21 holders, $10.0bn |
| Q4 2021 | 3 holders, $2.0bn | 19 holders, $13.4bn |
| Q1 2022 | 2 holders, $1.7bn | 18 holders, $12.3bn |
| Q2 2022 | 3 holders, $1.4bn | 27 holders, $9.0bn |
| Q3 2022 | 5 holders, $1.3bn | 28 holders, $8.1bn |
| Q4 2022 | 5 holders, $1.6bn | 26 holders, $9.4bn |
| Q1 2023 | 3 holders, $1.4bn | 24 holders, $10.1bn |
| Q2 2023 | 4 holders, $1.2bn | 22 holders, $9.3bn |
| Q3 2023 | 7 holders, $1.6bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $892m | 17 holders, $11.0bn |
| Q1 2024 | 10 holders, $758m | 19 holders, $10.8bn |
| Q2 2024 | 6 holders, $811m | 17 holders, $9.2bn |
| Q3 2024 | 6 holders, $956m | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $856m | 15 holders, $9.1bn |
| Q1 2025 | 11 holders, $1.1bn | 15 holders, $10.3bn |
| Q2 2025 | 11 holders, $1.8bn | 17 holders, $9.4bn |
| Q3 2025 | 6 holders, $1.7bn | 20 holders, $9.8bn |
| Q4 2025 | 6 holders, $1.3bn | 18 holders, $10.6bn |
| Q1 2026 | 9 holders, $1.7bn | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $2.0bn | 23 holders, $11.1bn |
Iron MTN Inc Del
- Holders
- 6
- Reported value
- $1.3bn
- Buyers
- 16
- Sellers
- 10
Breadth +6 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 (2)
Only IRM (4)
Capital World Investors, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only PLD (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, 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, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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.