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VICI · 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.

VICIPLD
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.
  • VICI
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterVICIPLD
Q3 202018 holders, $2.4bn15 holders, $8.1bn
Q4 202014 holders, $2.4bn20 holders, $7.5bn
Q1 202116 holders, $3.3bn24 holders, $8.0bn
Q2 202113 holders, $3.3bn21 holders, $9.0bn
Q3 202117 holders, $4.1bn21 holders, $10.0bn
Q4 202112 holders, $4.8bn19 holders, $13.4bn
Q1 202214 holders, $5.0bn18 holders, $12.3bn
Q2 202211 holders, $5.9bn27 holders, $9.0bn
Q3 202214 holders, $4.8bn28 holders, $8.1bn
Q4 202219 holders, $4.9bn26 holders, $9.4bn
Q1 202321 holders, $4.9bn24 holders, $10.1bn
Q2 202319 holders, $4.5bn22 holders, $9.3bn
Q3 202316 holders, $4.3bn21 holders, $8.4bn
Q4 202317 holders, $3.7bn17 holders, $11.0bn
Q1 202420 holders, $3.2bn19 holders, $10.8bn
Q2 202417 holders, $3.4bn17 holders, $9.2bn
Q3 202416 holders, $4.0bn16 holders, $10.5bn
Q4 202415 holders, $3.6bn15 holders, $9.1bn
Q1 202514 holders, $4.5bn15 holders, $10.3bn
Q2 202511 holders, $4.2bn17 holders, $9.4bn
Q3 202517 holders, $3.9bn20 holders, $9.8bn
Q4 202523 holders, $3.4bn18 holders, $10.6bn
Q1 202619 holders, $2.9bn20 holders, $10.9bn
Q2 202620 holders, $2.8bn23 holders, $11.1bn
VICI

Vici Pptys Inc

Holders
19
Reported value
$2.9bn
Buyers
17
Sellers
22

Breadth -5 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VICI (11)

Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC

Only PLD (12)

Baillie Gifford & Co, Balyasny Asset Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, 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.

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