Holders over time
- BN
- PLD
| Quarter | BN | 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 | 12 holders, $2.8bn | 26 holders, $9.4bn |
| Q1 2023 | 10 holders, $2.3bn | 24 holders, $10.1bn |
| Q2 2023 | 11 holders, $2.5bn | 22 holders, $9.3bn |
| Q3 2023 | 8 holders, $2.2bn | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $4.5bn | 17 holders, $11.0bn |
| Q1 2024 | 11 holders, $4.6bn | 19 holders, $10.8bn |
| Q2 2024 | 11 holders, $4.9bn | 17 holders, $9.2bn |
| Q3 2024 | 13 holders, $8.1bn | 16 holders, $10.5bn |
| Q4 2024 | 13 holders, $9.2bn | 15 holders, $9.1bn |
| Q1 2025 | 13 holders, $8.9bn | 15 holders, $10.3bn |
| Q2 2025 | 13 holders, $10.9bn | 17 holders, $9.4bn |
| Q3 2025 | 15 holders, $12.5bn | 20 holders, $9.8bn |
| Q4 2025 | 15 holders, $14.2bn | 18 holders, $10.6bn |
| Q1 2026 | 14 holders, $11.1bn | 20 holders, $10.9bn |
| Q2 2026 | 15 holders, $10.7bn | 23 holders, $11.1bn |
Brookfield Corp
- Holders
- 15
- Reported value
- $10.7bn
- Buyers
- 16
- Sellers
- 21
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 (6)
Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP
Only BN (9)
Akre Capital Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Lone Pine Capital LLC, Markel Group Inc, PDT Partners LLC, Pershing Square Capital Management LP, Voloridge Investment Management LLC
Only PLD (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.