Holders over time
- GLPI
- PLD
| Quarter | GLPI | PLD |
|---|---|---|
| Q3 2020 | 11 holders, $1.6bn | 15 holders, $8.1bn |
| Q4 2020 | 9 holders, $1.5bn | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $1.5bn | 24 holders, $8.0bn |
| Q2 2021 | 5 holders, $1.6bn | 21 holders, $9.0bn |
| Q3 2021 | 7 holders, $2.0bn | 21 holders, $10.0bn |
| Q4 2021 | 11 holders, $2.3bn | 19 holders, $13.4bn |
| Q1 2022 | 9 holders, $2.0bn | 18 holders, $12.3bn |
| Q2 2022 | 14 holders, $2.2bn | 27 holders, $9.0bn |
| Q3 2022 | 11 holders, $1.9bn | 28 holders, $8.1bn |
| Q4 2022 | 14 holders, $2.1bn | 26 holders, $9.4bn |
| Q1 2023 | 10 holders, $1.6bn | 24 holders, $10.1bn |
| Q2 2023 | 7 holders, $1.5bn | 22 holders, $9.3bn |
| Q3 2023 | 5 holders, $1.2bn | 21 holders, $8.4bn |
| Q4 2023 | 11 holders, $1.3bn | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $1.2bn | 19 holders, $10.8bn |
| Q2 2024 | 8 holders, $1.2bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $1.7bn | 16 holders, $10.5bn |
| Q4 2024 | 8 holders, $1.6bn | 15 holders, $9.1bn |
| Q1 2025 | 10 holders, $1.8bn | 15 holders, $10.3bn |
| Q2 2025 | 12 holders, $1.9bn | 17 holders, $9.4bn |
| Q3 2025 | 14 holders, $1.8bn | 20 holders, $9.8bn |
| Q4 2025 | 13 holders, $1.8bn | 18 holders, $10.6bn |
| Q1 2026 | 13 holders, $1.7bn | 20 holders, $10.9bn |
| Q2 2026 | 12 holders, $1.8bn | 23 holders, $11.1bn |
Gaming & Leisure Pptys Inc
- Holders
- 13
- Reported value
- $1.7bn
- Buyers
- 13
- Sellers
- 19
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 (5)
Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Verition Fund Management LLC, Wellington Management Group LLP
Only GLPI (8)
Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only PLD (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, 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.