Holders over time
- O
- PLD
| Quarter | O | PLD |
|---|---|---|
| Q3 2020 | 10 holders, $507m | 15 holders, $8.1bn |
| Q4 2020 | 8 holders, $439m | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $358m | 24 holders, $8.0bn |
| Q2 2021 | 5 holders, $331m | 21 holders, $9.0bn |
| Q3 2021 | 8 holders, $329m | 21 holders, $10.0bn |
| Q4 2021 | 8 holders, $459m | 19 holders, $13.4bn |
| Q1 2022 | 5 holders, $546m | 18 holders, $12.3bn |
| Q2 2022 | 6 holders, $778m | 27 holders, $9.0bn |
| Q3 2022 | 14 holders, $949m | 28 holders, $8.1bn |
| Q4 2022 | 14 holders, $965m | 26 holders, $9.4bn |
| Q1 2023 | 10 holders, $1.0bn | 24 holders, $10.1bn |
| Q2 2023 | 12 holders, $1.0bn | 22 holders, $9.3bn |
| Q3 2023 | 12 holders, $854m | 21 holders, $8.4bn |
| Q4 2023 | 12 holders, $919m | 17 holders, $11.0bn |
| Q1 2024 | 7 holders, $797m | 19 holders, $10.8bn |
| Q2 2024 | 5 holders, $780m | 17 holders, $9.2bn |
| Q3 2024 | 8 holders, $1.4bn | 16 holders, $10.5bn |
| Q4 2024 | 9 holders, $1.1bn | 15 holders, $9.1bn |
| Q1 2025 | 8 holders, $1.2bn | 15 holders, $10.3bn |
| Q2 2025 | 4 holders, $752m | 17 holders, $9.4bn |
| Q3 2025 | 5 holders, $778m | 20 holders, $9.8bn |
| Q4 2025 | 5 holders, $571m | 18 holders, $10.6bn |
| Q1 2026 | 8 holders, $1.3bn | 20 holders, $10.9bn |
| Q2 2026 | 9 holders, $1.4bn | 23 holders, $11.1bn |
Realty Income Corp
- Holders
- 8
- Reported value
- $1.3bn
- Buyers
- 17
- Sellers
- 7
Breadth +10 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)
AllianceBernstein LP, Fidelity (FMR LLC), Invesco Ltd, Neuberger Berman Group LLC, Woodline Partners LP
Only PLD (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
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.