Holders over time
- PLD
- AMT
| Quarter | PLD | AMT |
|---|---|---|
| Q3 2020 | 15 holders, $8.1bn | 34 holders, $18.1bn |
| Q4 2020 | 20 holders, $7.5bn | 29 holders, $15.3bn |
| Q1 2021 | 24 holders, $8.0bn | 21 holders, $15.3bn |
| Q2 2021 | 21 holders, $9.0bn | 23 holders, $17.2bn |
| Q3 2021 | 21 holders, $10.0bn | 28 holders, $16.9bn |
| Q4 2021 | 19 holders, $13.4bn | 24 holders, $17.1bn |
| Q1 2022 | 18 holders, $12.3bn | 22 holders, $13.4bn |
| Q2 2022 | 27 holders, $9.0bn | 25 holders, $15.2bn |
| Q3 2022 | 28 holders, $8.1bn | 27 holders, $12.7bn |
| Q4 2022 | 26 holders, $9.4bn | 22 holders, $13.0bn |
| Q1 2023 | 24 holders, $10.1bn | 32 holders, $12.6bn |
| Q2 2023 | 22 holders, $9.3bn | 28 holders, $11.7bn |
| Q3 2023 | 21 holders, $8.4bn | 29 holders, $9.5bn |
| Q4 2023 | 17 holders, $11.0bn | 23 holders, $12.8bn |
| Q1 2024 | 19 holders, $10.8bn | 26 holders, $11.7bn |
| Q2 2024 | 17 holders, $9.2bn | 29 holders, $11.3bn |
| Q3 2024 | 16 holders, $10.5bn | 28 holders, $14.0bn |
| Q4 2024 | 15 holders, $9.1bn | 26 holders, $11.6bn |
| Q1 2025 | 15 holders, $10.3bn | 28 holders, $13.9bn |
| Q2 2025 | 17 holders, $9.4bn | 28 holders, $13.8bn |
| Q3 2025 | 20 holders, $9.8bn | 30 holders, $9.5bn |
| Q4 2025 | 18 holders, $10.6bn | 34 holders, $9.0bn |
| Q1 2026 | 20 holders, $10.9bn | 29 holders, $8.4bn |
| Q2 2026 | 23 holders, $11.1bn | 31 holders, $8.6bn |
Prologis Inc.
- Holders
- 18
- Reported value
- $10.6bn
- Buyers
- 12
- Sellers
- 19
Breadth -7 among 92 comparable managers.
American Tower Corp
- Holders
- 34
- Reported value
- $9.0bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 92 comparable managers.
Who holds both, Q4 2025
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AMT (19)
Akre Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
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.