Holders over time
- PLD
- EQIX
| Quarter | PLD | EQIX |
|---|---|---|
| Q3 2020 | 15 holders, $8.1bn | 19 holders, $8.2bn |
| Q4 2020 | 20 holders, $7.5bn | 21 holders, $8.2bn |
| Q1 2021 | 24 holders, $8.0bn | 19 holders, $7.5bn |
| Q2 2021 | 21 holders, $9.0bn | 17 holders, $7.9bn |
| Q3 2021 | 21 holders, $10.0bn | 15 holders, $7.0bn |
| Q4 2021 | 19 holders, $13.4bn | 18 holders, $6.0bn |
| Q1 2022 | 18 holders, $12.3bn | 18 holders, $6.0bn |
| Q2 2022 | 27 holders, $9.0bn | 23 holders, $5.7bn |
| Q3 2022 | 28 holders, $8.1bn | 20 holders, $4.8bn |
| Q4 2022 | 26 holders, $9.4bn | 15 holders, $5.1bn |
| Q1 2023 | 24 holders, $10.1bn | 17 holders, $5.3bn |
| Q2 2023 | 22 holders, $9.3bn | 20 holders, $6.5bn |
| Q3 2023 | 21 holders, $8.4bn | 16 holders, $6.2bn |
| Q4 2023 | 17 holders, $11.0bn | 19 holders, $6.6bn |
| Q1 2024 | 19 holders, $10.8bn | 27 holders, $7.6bn |
| Q2 2024 | 17 holders, $9.2bn | 21 holders, $8.1bn |
| Q3 2024 | 16 holders, $10.5bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $9.1bn | 28 holders, $10.3bn |
| Q1 2025 | 15 holders, $10.3bn | 31 holders, $8.7bn |
| Q2 2025 | 17 holders, $9.4bn | 30 holders, $7.3bn |
| Q3 2025 | 20 holders, $9.8bn | 28 holders, $7.0bn |
| Q4 2025 | 18 holders, $10.6bn | 26 holders, $8.2bn |
| Q1 2026 | 20 holders, $10.9bn | 31 holders, $11.5bn |
| Q2 2026 | 23 holders, $11.1bn | 31 holders, $12.6bn |
Prologis Inc.
- Holders
- 23
- Reported value
- $11.1bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 among 91 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $12.6bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 91 comparable managers.
Who holds both, Q2 2026
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only PLD (6)
Baillie Gifford & Co, Discovery Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Marshall Wace LLP, Millennium Management LLC
Only EQIX (14)
Artisan Partners LP, Bridgewater Associates LP, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Man Group PLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC
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.