Holders over time
- PSA
- PLD
| Quarter | PSA | PLD |
|---|---|---|
| Q3 2020 | 15 holders, $3.4bn | 15 holders, $8.1bn |
| Q4 2020 | 22 holders, $3.5bn | 20 holders, $7.5bn |
| Q1 2021 | 17 holders, $3.4bn | 24 holders, $8.0bn |
| Q2 2021 | 18 holders, $4.1bn | 21 holders, $9.0bn |
| Q3 2021 | 20 holders, $3.9bn | 21 holders, $10.0bn |
| Q4 2021 | 21 holders, $4.4bn | 19 holders, $13.4bn |
| Q1 2022 | 24 holders, $4.6bn | 18 holders, $12.3bn |
| Q2 2022 | 26 holders, $4.3bn | 27 holders, $9.0bn |
| Q3 2022 | 27 holders, $4.0bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $3.9bn | 26 holders, $9.4bn |
| Q1 2023 | 19 holders, $4.3bn | 24 holders, $10.1bn |
| Q2 2023 | 17 holders, $4.6bn | 22 holders, $9.3bn |
| Q3 2023 | 14 holders, $4.3bn | 21 holders, $8.4bn |
| Q4 2023 | 17 holders, $5.6bn | 17 holders, $11.0bn |
| Q1 2024 | 18 holders, $5.3bn | 19 holders, $10.8bn |
| Q2 2024 | 20 holders, $5.7bn | 17 holders, $9.2bn |
| Q3 2024 | 20 holders, $7.4bn | 16 holders, $10.5bn |
| Q4 2024 | 15 holders, $5.7bn | 15 holders, $9.1bn |
| Q1 2025 | 16 holders, $4.9bn | 15 holders, $10.3bn |
| Q2 2025 | 17 holders, $5.0bn | 17 holders, $9.4bn |
| Q3 2025 | 17 holders, $4.5bn | 20 holders, $9.8bn |
| Q4 2025 | 12 holders, $3.0bn | 18 holders, $10.6bn |
| Q1 2026 | 11 holders, $4.1bn | 20 holders, $10.9bn |
| Q2 2026 | 10 holders, $4.6bn | 23 holders, $11.1bn |
Public Storage
- Holders
- 10
- Reported value
- $4.6bn
- Buyers
- 13
- Sellers
- 16
Breadth -3 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)
Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only PSA (4)
Artisan Partners LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only PLD (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, 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.