Holders over time
- VMRK
- PLD
| Quarter | VMRK | PLD |
|---|---|---|
| Q3 2020 | 15 holders, $1.8bn | 15 holders, $8.1bn |
| Q4 2020 | 6 holders, $1.6bn | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $2.3bn | 24 holders, $8.0bn |
| Q2 2021 | 11 holders, $2.5bn | 21 holders, $9.0bn |
| Q3 2021 | 12 holders, $2.9bn | 21 holders, $10.0bn |
| Q4 2021 | 14 holders, $3.1bn | 19 holders, $13.4bn |
| Q1 2022 | 15 holders, $3.0bn | 18 holders, $12.3bn |
| Q2 2022 | 17 holders, $2.5bn | 27 holders, $9.0bn |
| Q3 2022 | 14 holders, $2.2bn | 28 holders, $8.1bn |
| Q4 2022 | 16 holders, $2.1bn | 26 holders, $9.4bn |
| Q1 2023 | 15 holders, $2.3bn | 24 holders, $10.1bn |
| Q2 2023 | 16 holders, $2.5bn | 22 holders, $9.3bn |
| Q3 2023 | 13 holders, $2.1bn | 21 holders, $8.4bn |
| Q4 2023 | 16 holders, $2.7bn | 17 holders, $11.0bn |
| Q1 2024 | 11 holders, $2.7bn | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $2.6bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $3.3bn | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $3.2bn | 15 holders, $9.1bn |
| Q1 2025 | 9 holders, $3.2bn | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $3.1bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $3.0bn | 20 holders, $9.8bn |
| Q4 2025 | 9 holders, $1.9bn | 18 holders, $10.6bn |
| Q1 2026 | 8 holders, $1.9bn | 20 holders, $10.9bn |
| Q2 2026 | 9 holders, $2.5bn | 23 holders, $11.1bn |
Equity Residential
- Holders
- 8
- Reported value
- $1.9bn
- Buyers
- 12
- Sellers
- 19
Breadth -7 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 (4)
Baillie Gifford & Co, Hudson Bay Capital Management LP, MFS Investment Management, T. Rowe Price Associates Inc
Only VMRK (4)
First Eagle Investment Management LLC, Holocene Advisors LP, Renaissance Technologies LLC, Soros Fund Management LLC
Only PLD (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, 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.