Holders over time
- GLPI
- PLD
| Quarter | GLPI | PLD |
|---|---|---|
| Q3 2020 | 11 holders, $1.6bn | 15 holders, $8.1bn |
| Q4 2020 | 9 holders, $1.5bn | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $1.5bn | 24 holders, $8.0bn |
| Q2 2021 | 5 holders, $1.6bn | 21 holders, $9.0bn |
| Q3 2021 | 7 holders, $2.0bn | 21 holders, $10.0bn |
| Q4 2021 | 11 holders, $2.3bn | 19 holders, $13.4bn |
| Q1 2022 | 9 holders, $2.0bn | 18 holders, $12.3bn |
| Q2 2022 | 14 holders, $2.2bn | 27 holders, $9.0bn |
| Q3 2022 | 11 holders, $1.9bn | 28 holders, $8.1bn |
| Q4 2022 | 14 holders, $2.1bn | 26 holders, $9.4bn |
| Q1 2023 | 10 holders, $1.6bn | 24 holders, $10.1bn |
| Q2 2023 | 7 holders, $1.5bn | 22 holders, $9.3bn |
| Q3 2023 | 5 holders, $1.2bn | 21 holders, $8.4bn |
| Q4 2023 | 11 holders, $1.3bn | 17 holders, $11.0bn |
| Q1 2024 | 9 holders, $1.2bn | 19 holders, $10.8bn |
| Q2 2024 | 8 holders, $1.2bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $1.7bn | 16 holders, $10.5bn |
| Q4 2024 | 8 holders, $1.6bn | 15 holders, $9.1bn |
| Q1 2025 | 10 holders, $1.8bn | 15 holders, $10.3bn |
| Q2 2025 | 12 holders, $1.9bn | 17 holders, $9.4bn |
| Q3 2025 | 14 holders, $1.8bn | 20 holders, $9.8bn |
| Q4 2025 | 13 holders, $1.8bn | 18 holders, $10.6bn |
| Q1 2026 | 13 holders, $1.7bn | 20 holders, $10.9bn |
| Q2 2026 | 12 holders, $1.8bn | 23 holders, $11.1bn |
Gaming & Leisure Pptys Inc
- Holders
- 12
- Reported value
- $1.8bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 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 (4)
Balyasny Asset Management LLC, Janus Henderson Group Ltd, Quantbot Technologies LP, Wellington Management Group LLP
Only GLPI (8)
Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Renaissance Technologies LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only PLD (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.