Holders over time
- IRM
- PLD
| Quarter | IRM | PLD |
|---|---|---|
| Q3 2020 | 3 holders, $951m | 15 holders, $8.1bn |
| Q4 2020 | 3 holders, $865m | 20 holders, $7.5bn |
| Q1 2021 | 2 holders, $1.2bn | 24 holders, $8.0bn |
| Q2 2021 | 2 holders, $1.4bn | 21 holders, $9.0bn |
| Q3 2021 | 2 holders, $1.4bn | 21 holders, $10.0bn |
| Q4 2021 | 3 holders, $2.0bn | 19 holders, $13.4bn |
| Q1 2022 | 2 holders, $1.7bn | 18 holders, $12.3bn |
| Q2 2022 | 3 holders, $1.4bn | 27 holders, $9.0bn |
| Q3 2022 | 5 holders, $1.3bn | 28 holders, $8.1bn |
| Q4 2022 | 5 holders, $1.6bn | 26 holders, $9.4bn |
| Q1 2023 | 3 holders, $1.4bn | 24 holders, $10.1bn |
| Q2 2023 | 4 holders, $1.2bn | 22 holders, $9.3bn |
| Q3 2023 | 7 holders, $1.6bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $892m | 17 holders, $11.0bn |
| Q1 2024 | 10 holders, $758m | 19 holders, $10.8bn |
| Q2 2024 | 6 holders, $811m | 17 holders, $9.2bn |
| Q3 2024 | 6 holders, $956m | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $856m | 15 holders, $9.1bn |
| Q1 2025 | 11 holders, $1.1bn | 15 holders, $10.3bn |
| Q2 2025 | 11 holders, $1.8bn | 17 holders, $9.4bn |
| Q3 2025 | 6 holders, $1.7bn | 20 holders, $9.8bn |
| Q4 2025 | 6 holders, $1.3bn | 18 holders, $10.6bn |
| Q1 2026 | 9 holders, $1.7bn | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $2.0bn | 23 holders, $11.1bn |
Iron MTN Inc Del
- Holders
- 9
- Reported value
- $1.7bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 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)
Acadian Asset Management LLC, AQR Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd
Only IRM (4)
Capital World Investors, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Walleye Capital LLC
Only PLD (15)
AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.