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.
- VTR
- PLD
| Quarter | VTR | PLD |
|---|---|---|
| Q3 2020 | 2 holders, $540m | 15 holders, $8.1bn |
| Q4 2020 | 4 holders, $1.1bn | 20 holders, $7.5bn |
| Q1 2021 | 5 holders, $1.2bn | 24 holders, $8.0bn |
| Q2 2021 | 4 holders, $1.3bn | 21 holders, $9.0bn |
| Q3 2021 | 7 holders, $1.6bn | 21 holders, $10.0bn |
| Q4 2021 | 7 holders, $1.7bn | 19 holders, $13.4bn |
| Q1 2022 | 7 holders, $2.1bn | 18 holders, $12.3bn |
| Q2 2022 | 10 holders, $1.7bn | 27 holders, $9.0bn |
| Q3 2022 | 9 holders, $1.2bn | 28 holders, $8.1bn |
| Q4 2022 | 7 holders, $1.4bn | 26 holders, $9.4bn |
| Q1 2023 | 11 holders, $1.4bn | 24 holders, $10.1bn |
| Q2 2023 | 12 holders, $1.6bn | 22 holders, $9.3bn |
| Q3 2023 | 6 holders, $1.2bn | 21 holders, $8.4bn |
| Q4 2023 | 6 holders, $1.5bn | 17 holders, $11.0bn |
| Q1 2024 | 8 holders, $1.6bn | 19 holders, $10.8bn |
| Q2 2024 | 10 holders, $2.0bn | 17 holders, $9.2bn |
| Q3 2024 | 10 holders, $2.5bn | 16 holders, $10.5bn |
| Q4 2024 | 17 holders, $2.8bn | 15 holders, $9.1bn |
| Q1 2025 | 17 holders, $3.3bn | 15 holders, $10.3bn |
| Q2 2025 | 12 holders, $3.2bn | 17 holders, $9.4bn |
| Q3 2025 | 15 holders, $4.0bn | 20 holders, $9.8bn |
| Q4 2025 | 15 holders, $5.3bn | 18 holders, $10.6bn |
| Q1 2026 | 17 holders, $5.8bn | 20 holders, $10.9bn |
| Q2 2026 | 13 holders, $5.9bn | 23 holders, $11.1bn |
VTR
Ventas Inc
- Holders
- 15
- Reported value
- $5.3bn
- Buyers
- 13
- Sellers
- 19
Breadth -6 among 92 comparable managers.
PLD
Prologis Inc.
- Holders
- 18
- Reported value
- $10.6bn
- Buyers
- 12
- Sellers
- 19
Breadth -7 among 92 comparable managers.
Who holds both, Q4 2025
Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
Both (9)
AllianceBernstein LP, AQR Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
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.