Holders over time
- SBAC
- PLD
| Quarter | SBAC | PLD |
|---|---|---|
| Q3 2020 | 23 holders, $5.0bn | 15 holders, $8.1bn |
| Q4 2020 | 23 holders, $5.0bn | 20 holders, $7.5bn |
| Q1 2021 | 18 holders, $4.4bn | 24 holders, $8.0bn |
| Q2 2021 | 26 holders, $4.8bn | 21 holders, $9.0bn |
| Q3 2021 | 22 holders, $4.8bn | 21 holders, $10.0bn |
| Q4 2021 | 27 holders, $5.5bn | 19 holders, $13.4bn |
| Q1 2022 | 19 holders, $4.6bn | 18 holders, $12.3bn |
| Q2 2022 | 18 holders, $4.8bn | 27 holders, $9.0bn |
| Q3 2022 | 19 holders, $4.3bn | 28 holders, $8.1bn |
| Q4 2022 | 22 holders, $4.3bn | 26 holders, $9.4bn |
| Q1 2023 | 24 holders, $2.9bn | 24 holders, $10.1bn |
| Q2 2023 | 22 holders, $2.4bn | 22 holders, $9.3bn |
| Q3 2023 | 21 holders, $2.0bn | 21 holders, $8.4bn |
| Q4 2023 | 20 holders, $2.8bn | 17 holders, $11.0bn |
| Q1 2024 | 23 holders, $2.4bn | 19 holders, $10.8bn |
| Q2 2024 | 21 holders, $2.0bn | 17 holders, $9.2bn |
| Q3 2024 | 21 holders, $2.6bn | 16 holders, $10.5bn |
| Q4 2024 | 19 holders, $2.8bn | 15 holders, $9.1bn |
| Q1 2025 | 19 holders, $3.3bn | 15 holders, $10.3bn |
| Q2 2025 | 14 holders, $3.0bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $2.5bn | 20 holders, $9.8bn |
| Q4 2025 | 10 holders, $3.2bn | 18 holders, $10.6bn |
| Q1 2026 | 12 holders, $3.0bn | 20 holders, $10.9bn |
| Q2 2026 | 10 holders, $2.9bn | 23 holders, $11.1bn |
Sba Communications Corp
- Holders
- 10
- Reported value
- $2.9bn
- Buyers
- 16
- Sellers
- 19
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 (4)
Arrowstreet Capital LP, ExodusPoint Capital Management LP, Millennium Management LLC, Woodline Partners LP
Only SBAC (6)
Citadel Advisors LLC, Dodge & Cox, Hudson Bay Capital Management LP, Steadfast Capital Management LP, Verition Fund Management LLC, Walleye Capital LLC
Only PLD (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, 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
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.