Holders over time
- PLD
- WELL
| Quarter | PLD | WELL |
|---|---|---|
| Q3 2020 | 15 holders, $8.1bn | 8 holders, $1.3bn |
| Q4 2020 | 20 holders, $7.5bn | 8 holders, $2.3bn |
| Q1 2021 | 24 holders, $8.0bn | 6 holders, $2.8bn |
| Q2 2021 | 21 holders, $9.0bn | 7 holders, $3.8bn |
| Q3 2021 | 21 holders, $10.0bn | 8 holders, $4.0bn |
| Q4 2021 | 19 holders, $13.4bn | 11 holders, $3.9bn |
| Q1 2022 | 18 holders, $12.3bn | 12 holders, $5.3bn |
| Q2 2022 | 27 holders, $9.0bn | 15 holders, $5.0bn |
| Q3 2022 | 28 holders, $8.1bn | 14 holders, $4.0bn |
| Q4 2022 | 26 holders, $9.4bn | 12 holders, $3.6bn |
| Q1 2023 | 24 holders, $10.1bn | 9 holders, $4.1bn |
| Q2 2023 | 22 holders, $9.3bn | 8 holders, $4.7bn |
| Q3 2023 | 21 holders, $8.4bn | 9 holders, $5.0bn |
| Q4 2023 | 17 holders, $11.0bn | 12 holders, $4.3bn |
| Q1 2024 | 19 holders, $10.8bn | 15 holders, $4.6bn |
| Q2 2024 | 17 holders, $9.2bn | 16 holders, $5.0bn |
| Q3 2024 | 16 holders, $10.5bn | 18 holders, $7.1bn |
| Q4 2024 | 15 holders, $9.1bn | 16 holders, $7.0bn |
| Q1 2025 | 15 holders, $10.3bn | 21 holders, $9.6bn |
| Q2 2025 | 17 holders, $9.4bn | 25 holders, $10.4bn |
| Q3 2025 | 20 holders, $9.8bn | 22 holders, $13.2bn |
| Q4 2025 | 18 holders, $10.6bn | 19 holders, $14.8bn |
| Q1 2026 | 20 holders, $10.9bn | 22 holders, $18.2bn |
| Q2 2026 | 23 holders, $11.1bn | 21 holders, $21.3bn |
Prologis Inc.
- Holders
- 20
- Reported value
- $10.9bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 91 comparable managers.
Welltower Inc
- Holders
- 22
- Reported value
- $18.2bn
- Buyers
- 24
- Sellers
- 12
Breadth +12 among 91 comparable managers.
Who holds both, Q1 2026
Both (14)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, 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.