Holders over time
- UDR
- PLD
| Quarter | UDR | PLD |
|---|---|---|
| Q3 2020 | 14 holders, $967m | 15 holders, $8.1bn |
| Q4 2020 | 10 holders, $1.1bn | 20 holders, $7.5bn |
| Q1 2021 | 12 holders, $1.4bn | 24 holders, $8.0bn |
| Q2 2021 | 5 holders, $1.3bn | 21 holders, $9.0bn |
| Q3 2021 | 5 holders, $1.7bn | 21 holders, $10.0bn |
| Q4 2021 | 7 holders, $2.0bn | 19 holders, $13.4bn |
| Q1 2022 | 12 holders, $1.9bn | 18 holders, $12.3bn |
| Q2 2022 | 11 holders, $1.5bn | 27 holders, $9.0bn |
| Q3 2022 | 11 holders, $1.2bn | 28 holders, $8.1bn |
| Q4 2022 | 9 holders, $1.1bn | 26 holders, $9.4bn |
| Q1 2023 | 6 holders, $1.2bn | 24 holders, $10.1bn |
| Q2 2023 | 9 holders, $1.6bn | 22 holders, $9.3bn |
| Q3 2023 | 9 holders, $1.2bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $1.1bn | 17 holders, $11.0bn |
| Q1 2024 | 11 holders, $1.3bn | 19 holders, $10.8bn |
| Q2 2024 | 11 holders, $857m | 17 holders, $9.2bn |
| Q3 2024 | 12 holders, $1.6bn | 16 holders, $10.5bn |
| Q4 2024 | 9 holders, $1.9bn | 15 holders, $9.1bn |
| Q1 2025 | 13 holders, $2.2bn | 15 holders, $10.3bn |
| Q2 2025 | 10 holders, $2.1bn | 17 holders, $9.4bn |
| Q3 2025 | 11 holders, $2.0bn | 20 holders, $9.8bn |
| Q4 2025 | 9 holders, $1.9bn | 18 holders, $10.6bn |
| Q1 2026 | 10 holders, $1.8bn | 20 holders, $10.9bn |
| Q2 2026 | 8 holders, $2.0bn | 23 holders, $11.1bn |
Udr Inc
- Holders
- 10
- Reported value
- $1.8bn
- Buyers
- 19
- Sellers
- 9
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 (7)
Balyasny Asset Management LLC, Capital Research Global Investors, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Wellington Management Group LLP, Woodline Partners LP
Only PLD (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Fidelity (FMR LLC), 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
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.