Holders over time
- AMT
- PLD
| Quarter | AMT | PLD |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 15 holders, $8.1bn |
| Q4 2020 | 29 holders, $15.3bn | 20 holders, $7.5bn |
| Q1 2021 | 21 holders, $15.3bn | 24 holders, $8.0bn |
| Q2 2021 | 23 holders, $17.2bn | 21 holders, $9.0bn |
| Q3 2021 | 28 holders, $16.9bn | 21 holders, $10.0bn |
| Q4 2021 | 24 holders, $17.1bn | 19 holders, $13.4bn |
| Q1 2022 | 22 holders, $13.4bn | 18 holders, $12.3bn |
| Q2 2022 | 25 holders, $15.2bn | 27 holders, $9.0bn |
| Q3 2022 | 27 holders, $12.7bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $13.0bn | 26 holders, $9.4bn |
| Q1 2023 | 32 holders, $12.6bn | 24 holders, $10.1bn |
| Q2 2023 | 28 holders, $11.7bn | 22 holders, $9.3bn |
| Q3 2023 | 29 holders, $9.5bn | 21 holders, $8.4bn |
| Q4 2023 | 23 holders, $12.8bn | 17 holders, $11.0bn |
| Q1 2024 | 26 holders, $11.7bn | 19 holders, $10.8bn |
| Q2 2024 | 29 holders, $11.3bn | 17 holders, $9.2bn |
| Q3 2024 | 28 holders, $14.0bn | 16 holders, $10.5bn |
| Q4 2024 | 26 holders, $11.6bn | 15 holders, $9.1bn |
| Q1 2025 | 28 holders, $13.9bn | 15 holders, $10.3bn |
| Q2 2025 | 28 holders, $13.8bn | 17 holders, $9.4bn |
| Q3 2025 | 30 holders, $9.5bn | 20 holders, $9.8bn |
| Q4 2025 | 34 holders, $9.0bn | 18 holders, $10.6bn |
| Q1 2026 | 29 holders, $8.4bn | 20 holders, $10.9bn |
| Q2 2026 | 31 holders, $8.6bn | 23 holders, $11.1bn |
American Tower Corp
- Holders
- 31
- Reported value
- $8.6bn
- Buyers
- 23
- Sellers
- 18
Breadth +5 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 (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only AMT (14)
Akre Capital Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Point72 Asset Management LP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd
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.