Holders over time
- AHR
- PLD
| Quarter | AHR | PLD |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 15 holders, $8.1bn |
| Q4 2020 | none listed holders, n.a. | 20 holders, $7.5bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $8.0bn |
| Q2 2021 | none listed holders, n.a. | 21 holders, $9.0bn |
| Q3 2021 | none listed holders, n.a. | 21 holders, $10.0bn |
| Q4 2021 | none listed holders, n.a. | 19 holders, $13.4bn |
| Q1 2022 | none listed holders, n.a. | 18 holders, $12.3bn |
| Q2 2022 | none listed holders, n.a. | 27 holders, $9.0bn |
| Q3 2022 | none listed holders, n.a. | 28 holders, $8.1bn |
| Q4 2022 | none listed holders, n.a. | 26 holders, $9.4bn |
| Q1 2023 | none listed holders, n.a. | 24 holders, $10.1bn |
| Q2 2023 | none listed holders, n.a. | 22 holders, $9.3bn |
| Q3 2023 | none listed holders, n.a. | 21 holders, $8.4bn |
| Q4 2023 | none listed holders, n.a. | 17 holders, $11.0bn |
| Q1 2024 | 4 holders, $161m | 19 holders, $10.8bn |
| Q2 2024 | 3 holders, $171m | 17 holders, $9.2bn |
| Q3 2024 | 5 holders, $465m | 16 holders, $10.5bn |
| Q4 2024 | 4 holders, $361m | 15 holders, $9.1bn |
| Q1 2025 | 5 holders, $477m | 15 holders, $10.3bn |
| Q2 2025 | 5 holders, $607m | 17 holders, $9.4bn |
| Q3 2025 | 4 holders, $637m | 20 holders, $9.8bn |
| Q4 2025 | 10 holders, $837m | 18 holders, $10.6bn |
| Q1 2026 | 10 holders, $837m | 20 holders, $10.9bn |
| Q2 2026 | 12 holders, $1.2bn | 23 holders, $11.1bn |
American Healthcare REIT Inc
- Holders
- 12
- Reported value
- $1.2bn
- Buyers
- 23
- Sellers
- 8
Breadth +15 among 91 comparable managers.
Prologis Inc.
- Holders
- 23
- Reported value
- $11.1bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (5)
AllianceBernstein LP, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Millennium Management LLC, Wellington Management Group LLP
Only AHR (7)
Capital World Investors, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Soros Fund Management LLC, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd
Only PLD (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.