Holders over time
- BRX
- PLD
| Quarter | BRX | PLD |
|---|---|---|
| Q3 2020 | 3 holders, $153m | 15 holders, $8.1bn |
| Q4 2020 | 4 holders, $445m | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $465m | 24 holders, $8.0bn |
| Q2 2021 | 8 holders, $614m | 21 holders, $9.0bn |
| Q3 2021 | 8 holders, $686m | 21 holders, $10.0bn |
| Q4 2021 | 8 holders, $919m | 19 holders, $13.4bn |
| Q1 2022 | 10 holders, $1.2bn | 18 holders, $12.3bn |
| Q2 2022 | 12 holders, $1.0bn | 27 holders, $9.0bn |
| Q3 2022 | 12 holders, $917m | 28 holders, $8.1bn |
| Q4 2022 | 10 holders, $1.1bn | 26 holders, $9.4bn |
| Q1 2023 | 12 holders, $991m | 24 holders, $10.1bn |
| Q2 2023 | 11 holders, $836m | 22 holders, $9.3bn |
| Q3 2023 | 11 holders, $822m | 21 holders, $8.4bn |
| Q4 2023 | 9 holders, $934m | 17 holders, $11.0bn |
| Q1 2024 | 8 holders, $786m | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $576m | 17 holders, $9.2bn |
| Q3 2024 | 10 holders, $696m | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $607m | 15 holders, $9.1bn |
| Q1 2025 | 9 holders, $496m | 15 holders, $10.3bn |
| Q2 2025 | 8 holders, $554m | 17 holders, $9.4bn |
| Q3 2025 | 10 holders, $658m | 20 holders, $9.8bn |
| Q4 2025 | 11 holders, $439m | 18 holders, $10.6bn |
| Q1 2026 | 12 holders, $537m | 20 holders, $10.9bn |
| Q2 2026 | 13 holders, $657m | 23 holders, $11.1bn |
Brixmor Property Group Inc
- Holders
- 13
- Reported value
- $657m
- Buyers
- 17
- Sellers
- 18
Breadth -1 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)
AllianceBernstein LP, ExodusPoint Capital Management LP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Woodline Partners LP
Only BRX (7)
Capital World Investors, Caxton Associates LLP, Hudson Bay Capital Management LP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only PLD (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Discovery Capital Management LLC, 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
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.