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RHP · PLD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

RHPPLD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • RHP
  • PLD
0102030202120222023202420252026
Holders and value by quarter
QuarterRHPPLD
Q3 20201 holders, $60m15 holders, $8.1bn
Q4 20201 holders, $104m20 holders, $7.5bn
Q1 20213 holders, $364m24 holders, $8.0bn
Q2 20213 holders, $410m21 holders, $9.0bn
Q3 20213 holders, $431m21 holders, $10.0bn
Q4 20213 holders, $449m19 holders, $13.4bn
Q1 20223 holders, $424m18 holders, $12.3bn
Q2 20223 holders, $318m27 holders, $9.0bn
Q3 20225 holders, $301m28 holders, $8.1bn
Q4 20223 holders, $309m26 holders, $9.4bn
Q1 20235 holders, $421m24 holders, $10.1bn
Q2 20239 holders, $430m22 holders, $9.3bn
Q3 20236 holders, $377m21 holders, $8.4bn
Q4 20239 holders, $895m17 holders, $11.0bn
Q1 20249 holders, $611m19 holders, $10.8bn
Q2 20247 holders, $637m17 holders, $9.2bn
Q3 20246 holders, $543m16 holders, $10.5bn
Q4 20248 holders, $575m15 holders, $9.1bn
Q1 20257 holders, $353m15 holders, $10.3bn
Q2 20256 holders, $368m17 holders, $9.4bn
Q3 20257 holders, $302m20 holders, $9.8bn
Q4 20257 holders, $403m18 holders, $10.6bn
Q1 20269 holders, $379m20 holders, $10.9bn
Q2 20267 holders, $401m23 holders, $11.1bn
RHP

Ryman Hospitality Properties

Holders
7
Reported value
$401m
Buyers
11
Sellers
18

Breadth -7 among 91 comparable managers.

Real estateReal estate investment trusts
PLD

Prologis Inc.

Holders
23
Reported value
$11.1bn
Buyers
20
Sellers
17

Breadth +3 among 91 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q2 2026

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RHP (2)

First Eagle Investment Management LLC, Hudson Bay Capital Management LP

Only PLD (18)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, 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.

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