Holders over time
- EXR
- PLD
| Quarter | EXR | PLD |
|---|---|---|
| Q3 2020 | 8 holders, $1.2bn | 15 holders, $8.1bn |
| Q4 2020 | 6 holders, $690m | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $1.3bn | 24 holders, $8.0bn |
| Q2 2021 | 7 holders, $1.6bn | 21 holders, $9.0bn |
| Q3 2021 | 14 holders, $1.6bn | 21 holders, $10.0bn |
| Q4 2021 | 9 holders, $2.2bn | 19 holders, $13.4bn |
| Q1 2022 | 11 holders, $2.0bn | 18 holders, $12.3bn |
| Q2 2022 | 14 holders, $1.9bn | 27 holders, $9.0bn |
| Q3 2022 | 10 holders, $3.3bn | 28 holders, $8.1bn |
| Q4 2022 | 12 holders, $3.6bn | 26 holders, $9.4bn |
| Q1 2023 | 13 holders, $3.7bn | 24 holders, $10.1bn |
| Q2 2023 | 17 holders, $4.1bn | 22 holders, $9.3bn |
| Q3 2023 | 13 holders, $4.3bn | 21 holders, $8.4bn |
| Q4 2023 | 15 holders, $5.6bn | 17 holders, $11.0bn |
| Q1 2024 | 14 holders, $4.6bn | 19 holders, $10.8bn |
| Q2 2024 | 12 holders, $5.4bn | 17 holders, $9.2bn |
| Q3 2024 | 12 holders, $5.8bn | 16 holders, $10.5bn |
| Q4 2024 | 10 holders, $4.5bn | 15 holders, $9.1bn |
| Q1 2025 | 20 holders, $3.2bn | 15 holders, $10.3bn |
| Q2 2025 | 16 holders, $3.0bn | 17 holders, $9.4bn |
| Q3 2025 | 10 holders, $2.6bn | 20 holders, $9.8bn |
| Q4 2025 | 8 holders, $2.4bn | 18 holders, $10.6bn |
| Q1 2026 | 10 holders, $3.7bn | 20 holders, $10.9bn |
| Q2 2026 | 17 holders, $4.5bn | 23 holders, $11.1bn |
Extra Space Storage Inc
- Holders
- 17
- Reported value
- $4.5bn
- Buyers
- 24
- Sellers
- 8
Breadth +16 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 (9)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Woodline Partners LP
Only EXR (8)
Capital World Investors, Citadel Advisors LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC
Only PLD (14)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Discovery Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies 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.