Holders over time
- PLD
- EQIX
| Quarter | PLD | EQIX |
|---|---|---|
| Q3 2020 | 15 holders, $8.1bn | 19 holders, $8.2bn |
| Q4 2020 | 20 holders, $7.5bn | 21 holders, $8.2bn |
| Q1 2021 | 24 holders, $8.0bn | 19 holders, $7.5bn |
| Q2 2021 | 21 holders, $9.0bn | 17 holders, $7.9bn |
| Q3 2021 | 21 holders, $10.0bn | 15 holders, $7.0bn |
| Q4 2021 | 19 holders, $13.4bn | 18 holders, $6.0bn |
| Q1 2022 | 18 holders, $12.3bn | 18 holders, $6.0bn |
| Q2 2022 | 27 holders, $9.0bn | 23 holders, $5.7bn |
| Q3 2022 | 28 holders, $8.1bn | 20 holders, $4.8bn |
| Q4 2022 | 26 holders, $9.4bn | 15 holders, $5.1bn |
| Q1 2023 | 24 holders, $10.1bn | 17 holders, $5.3bn |
| Q2 2023 | 22 holders, $9.3bn | 20 holders, $6.5bn |
| Q3 2023 | 21 holders, $8.4bn | 16 holders, $6.2bn |
| Q4 2023 | 17 holders, $11.0bn | 19 holders, $6.6bn |
| Q1 2024 | 19 holders, $10.8bn | 27 holders, $7.6bn |
| Q2 2024 | 17 holders, $9.2bn | 21 holders, $8.1bn |
| Q3 2024 | 16 holders, $10.5bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $9.1bn | 28 holders, $10.3bn |
| Q1 2025 | 15 holders, $10.3bn | 31 holders, $8.7bn |
| Q2 2025 | 17 holders, $9.4bn | 30 holders, $7.3bn |
| Q3 2025 | 20 holders, $9.8bn | 28 holders, $7.0bn |
| Q4 2025 | 18 holders, $10.6bn | 26 holders, $8.2bn |
| Q1 2026 | 20 holders, $10.9bn | 31 holders, $11.5bn |
| Q2 2026 | 23 holders, $11.1bn | 31 holders, $12.6bn |
Prologis Inc.
- Holders
- 20
- Reported value
- $10.9bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 91 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $11.5bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, 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
Only PLD (5)
Baillie Gifford & Co, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Marshall Wace LLP
Only EQIX (16)
Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Jane Street Group LLC, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Walleye Capital 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.