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SUI · PLD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SUIPLD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SUI
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterSUIPLD
Q3 202012 holders, $2.0bn15 holders, $8.1bn
Q4 202010 holders, $1.2bn20 holders, $7.5bn
Q1 202113 holders, $1.5bn24 holders, $8.0bn
Q2 202110 holders, $1.5bn21 holders, $9.0bn
Q3 202116 holders, $1.6bn21 holders, $10.0bn
Q4 202119 holders, $2.5bn19 holders, $13.4bn
Q1 202213 holders, $1.9bn18 holders, $12.3bn
Q2 202212 holders, $1.7bn27 holders, $9.0bn
Q3 202215 holders, $1.6bn28 holders, $8.1bn
Q4 202212 holders, $1.7bn26 holders, $9.4bn
Q1 202315 holders, $1.9bn24 holders, $10.1bn
Q2 202312 holders, $1.3bn22 holders, $9.3bn
Q3 202311 holders, $844m21 holders, $8.4bn
Q4 202315 holders, $1.2bn17 holders, $11.0bn
Q1 202410 holders, $2.1bn19 holders, $10.8bn
Q2 202412 holders, $2.1bn17 holders, $9.2bn
Q3 202411 holders, $2.7bn16 holders, $10.5bn
Q4 202412 holders, $3.4bn15 holders, $9.1bn
Q1 20259 holders, $4.0bn15 holders, $10.3bn
Q2 20258 holders, $3.9bn17 holders, $9.4bn
Q3 20258 holders, $4.1bn20 holders, $9.8bn
Q4 20259 holders, $3.9bn18 holders, $10.6bn
Q1 202610 holders, $4.0bn20 holders, $10.9bn
Q2 20269 holders, $2.8bn23 holders, $11.1bn
SUI

Sun Communities Inc

Holders
10
Reported value
$4.0bn
Buyers
12
Sellers
21

Breadth -9 among 91 comparable managers.

Real estateReal estate investment trusts
PLD

Prologis Inc.

Holders
20
Reported value
$10.9bn
Buyers
14
Sellers
18

Breadth -4 among 91 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q1 2026

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SUI (2)

Dodge & Cox, Winton Group Ltd

Only PLD (12)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Verition Fund Management 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.

Back to the 13F Explorer →