Holders over time
- CCI
- PLD
| Quarter | CCI | PLD |
|---|---|---|
| Q3 2020 | 16 holders, $11.6bn | 15 holders, $8.1bn |
| Q4 2020 | 21 holders, $10.7bn | 20 holders, $7.5bn |
| Q1 2021 | 14 holders, $10.7bn | 24 holders, $8.0bn |
| Q2 2021 | 15 holders, $11.7bn | 21 holders, $9.0bn |
| Q3 2021 | 21 holders, $9.9bn | 21 holders, $10.0bn |
| Q4 2021 | 15 holders, $11.3bn | 19 holders, $13.4bn |
| Q1 2022 | 23 holders, $9.8bn | 18 holders, $12.3bn |
| Q2 2022 | 22 holders, $9.1bn | 27 holders, $9.0bn |
| Q3 2022 | 22 holders, $7.6bn | 28 holders, $8.1bn |
| Q4 2022 | 24 holders, $6.9bn | 26 holders, $9.4bn |
| Q1 2023 | 19 holders, $6.3bn | 24 holders, $10.1bn |
| Q2 2023 | 20 holders, $6.0bn | 22 holders, $9.3bn |
| Q3 2023 | 19 holders, $5.2bn | 21 holders, $8.4bn |
| Q4 2023 | 22 holders, $5.9bn | 17 holders, $11.0bn |
| Q1 2024 | 18 holders, $5.1bn | 19 holders, $10.8bn |
| Q2 2024 | 14 holders, $4.9bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $6.2bn | 16 holders, $10.5bn |
| Q4 2024 | 11 holders, $4.0bn | 15 holders, $9.1bn |
| Q1 2025 | 15 holders, $5.2bn | 15 holders, $10.3bn |
| Q2 2025 | 16 holders, $4.8bn | 17 holders, $9.4bn |
| Q3 2025 | 18 holders, $4.1bn | 20 holders, $9.8bn |
| Q4 2025 | 11 holders, $2.9bn | 18 holders, $10.6bn |
| Q1 2026 | 15 holders, $2.9bn | 20 holders, $10.9bn |
| Q2 2026 | 15 holders, $2.2bn | 23 holders, $11.1bn |
Crown Castle Intl Corp
- Holders
- 15
- Reported value
- $2.2bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 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, ExodusPoint Capital Management LP, Millennium Management LLC, Moore Capital Management LP, Wellington Management Group LLP, Woodline Partners LP
Only CCI (9)
Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only PLD (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc
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.