Holders over time
- FRT
- PLD
| Quarter | FRT | 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 | 1 holders, $3.2m | 19 holders, $13.4bn |
| Q1 2022 | 6 holders, $594m | 18 holders, $12.3bn |
| Q2 2022 | 4 holders, $434m | 27 holders, $9.0bn |
| Q3 2022 | 4 holders, $739m | 28 holders, $8.1bn |
| Q4 2022 | 4 holders, $857m | 26 holders, $9.4bn |
| Q1 2023 | 1 holders, $589m | 24 holders, $10.1bn |
| Q2 2023 | 2 holders, $580m | 22 holders, $9.3bn |
| Q3 2023 | 2 holders, $621m | 21 holders, $8.4bn |
| Q4 2023 | 5 holders, $449m | 17 holders, $11.0bn |
| Q1 2024 | 4 holders, $481m | 19 holders, $10.8bn |
| Q2 2024 | 5 holders, $474m | 17 holders, $9.2bn |
| Q3 2024 | 10 holders, $435m | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $732m | 15 holders, $9.1bn |
| Q1 2025 | 6 holders, $318m | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $358m | 17 holders, $9.4bn |
| Q3 2025 | 8 holders, $395m | 20 holders, $9.8bn |
| Q4 2025 | 8 holders, $482m | 18 holders, $10.6bn |
| Q1 2026 | 7 holders, $485m | 20 holders, $10.9bn |
| Q2 2026 | 6 holders, $768m | 23 holders, $11.1bn |
Federal Rlty Invt TR New
- Holders
- 6
- Reported value
- $768m
- Buyers
- 19
- Sellers
- 11
Breadth +8 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 (5)
AQR Capital Management LLC, Arrowstreet Capital LP, MFS Investment Management, T. Rowe Price Associates Inc, Woodline Partners LP
Only FRT (1)
Only PLD (18)
Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, 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, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, 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.