Holders over time
- VMRK
- PLD
| Quarter | VMRK | PLD |
|---|---|---|
| Q3 2020 | 15 holders, $1.8bn | 15 holders, $8.1bn |
| Q4 2020 | 6 holders, $1.6bn | 20 holders, $7.5bn |
| Q1 2021 | 7 holders, $2.3bn | 24 holders, $8.0bn |
| Q2 2021 | 11 holders, $2.5bn | 21 holders, $9.0bn |
| Q3 2021 | 12 holders, $2.9bn | 21 holders, $10.0bn |
| Q4 2021 | 14 holders, $3.1bn | 19 holders, $13.4bn |
| Q1 2022 | 15 holders, $3.0bn | 18 holders, $12.3bn |
| Q2 2022 | 17 holders, $2.5bn | 27 holders, $9.0bn |
| Q3 2022 | 14 holders, $2.2bn | 28 holders, $8.1bn |
| Q4 2022 | 16 holders, $2.1bn | 26 holders, $9.4bn |
| Q1 2023 | 15 holders, $2.3bn | 24 holders, $10.1bn |
| Q2 2023 | 16 holders, $2.5bn | 22 holders, $9.3bn |
| Q3 2023 | 13 holders, $2.1bn | 21 holders, $8.4bn |
| Q4 2023 | 16 holders, $2.7bn | 17 holders, $11.0bn |
| Q1 2024 | 11 holders, $2.7bn | 19 holders, $10.8bn |
| Q2 2024 | 7 holders, $2.6bn | 17 holders, $9.2bn |
| Q3 2024 | 11 holders, $3.3bn | 16 holders, $10.5bn |
| Q4 2024 | 7 holders, $3.2bn | 15 holders, $9.1bn |
| Q1 2025 | 9 holders, $3.2bn | 15 holders, $10.3bn |
| Q2 2025 | 9 holders, $3.1bn | 17 holders, $9.4bn |
| Q3 2025 | 12 holders, $3.0bn | 20 holders, $9.8bn |
| Q4 2025 | 9 holders, $1.9bn | 18 holders, $10.6bn |
| Q1 2026 | 8 holders, $1.9bn | 20 holders, $10.9bn |
| Q2 2026 | 9 holders, $2.5bn | 23 holders, $11.1bn |
Equity Residential
- Holders
- 9
- Reported value
- $2.5bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 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)
Arrowstreet Capital LP, Baillie Gifford & Co, ExodusPoint Capital Management LP, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc
Only VMRK (3)
First Eagle Investment Management LLC, Holocene Advisors LP, Voloridge Investment Management LLC
Only PLD (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Wellington Management Group LLP, 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.