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OHI · 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.

OHIPLD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • OHI
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterOHIPLD
Q3 20205 holders, $97m15 holders, $8.1bn
Q4 20204 holders, $142m20 holders, $7.5bn
Q1 202110 holders, $286m24 holders, $8.0bn
Q2 20217 holders, $202m21 holders, $9.0bn
Q3 20213 holders, $20m21 holders, $10.0bn
Q4 20214 holders, $44m19 holders, $13.4bn
Q1 20222 holders, $4.5m18 holders, $12.3bn
Q2 2022none listed holders, n.a.27 holders, $9.0bn
Q3 20224 holders, $51m28 holders, $8.1bn
Q4 20225 holders, $46m26 holders, $9.4bn
Q1 20233 holders, $35m24 holders, $10.1bn
Q2 20233 holders, $91m22 holders, $9.3bn
Q3 20234 holders, $103m21 holders, $8.4bn
Q4 20234 holders, $83m17 holders, $11.0bn
Q1 20242 holders, $90m19 holders, $10.8bn
Q2 20245 holders, $147m17 holders, $9.2bn
Q3 20242 holders, $90m16 holders, $10.5bn
Q4 20244 holders, $73m15 holders, $9.1bn
Q1 20256 holders, $151m15 holders, $10.3bn
Q2 202512 holders, $327m17 holders, $9.4bn
Q3 20258 holders, $276m20 holders, $9.8bn
Q4 20257 holders, $391m18 holders, $10.6bn
Q1 20265 holders, $187m20 holders, $10.9bn
Q2 20265 holders, $173m23 holders, $11.1bn
OHI

Omega Healthcare Investors Inc

Holders
7
Reported value
$391m
Buyers
14
Sellers
15

Breadth -1 among 92 comparable managers.

Real estateReal estate investment trusts
PLD

Prologis Inc.

Holders
18
Reported value
$10.6bn
Buyers
12
Sellers
19

Breadth -7 among 92 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q4 2025

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OHI (4)

ExodusPoint Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only PLD (15)

Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, 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.

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