Holders over time
- AMT
- PLD
| Quarter | AMT | PLD |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 15 holders, $8.1bn |
| Q4 2020 | 29 holders, $15.3bn | 20 holders, $7.5bn |
| Q1 2021 | 21 holders, $15.3bn | 24 holders, $8.0bn |
| Q2 2021 | 23 holders, $17.2bn | 21 holders, $9.0bn |
| Q3 2021 | 28 holders, $16.9bn | 21 holders, $10.0bn |
| Q4 2021 | 24 holders, $17.1bn | 19 holders, $13.4bn |
| Q1 2022 | 22 holders, $13.4bn | 18 holders, $12.3bn |
| Q2 2022 | 25 holders, $15.2bn | 27 holders, $9.0bn |
| Q3 2022 | 27 holders, $12.7bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $13.0bn | 26 holders, $9.4bn |
| Q1 2023 | 32 holders, $12.6bn | 24 holders, $10.1bn |
| Q2 2023 | 28 holders, $11.7bn | 22 holders, $9.3bn |
| Q3 2023 | 29 holders, $9.5bn | 21 holders, $8.4bn |
| Q4 2023 | 23 holders, $12.8bn | 17 holders, $11.0bn |
| Q1 2024 | 26 holders, $11.7bn | 19 holders, $10.8bn |
| Q2 2024 | 29 holders, $11.3bn | 17 holders, $9.2bn |
| Q3 2024 | 28 holders, $14.0bn | 16 holders, $10.5bn |
| Q4 2024 | 26 holders, $11.6bn | 15 holders, $9.1bn |
| Q1 2025 | 28 holders, $13.9bn | 15 holders, $10.3bn |
| Q2 2025 | 28 holders, $13.8bn | 17 holders, $9.4bn |
| Q3 2025 | 30 holders, $9.5bn | 20 holders, $9.8bn |
| Q4 2025 | 34 holders, $9.0bn | 18 holders, $10.6bn |
| Q1 2026 | 29 holders, $8.4bn | 20 holders, $10.9bn |
| Q2 2026 | 31 holders, $8.6bn | 23 holders, $11.1bn |
American Tower Corp
- Holders
- 29
- Reported value
- $8.4bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 among 91 comparable managers.
Prologis Inc.
- Holders
- 20
- Reported value
- $10.9bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only AMT (14)
Akre Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC
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.