PCH
PotlatchDeltic Corporation · Real Estate · REIT - Specialty
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones +1.6% ·
nuevas posiciones netas -7.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q4 2025 | 113 | 0 | 53.29M | $2.12B | +4 | −3 |
| Q3 2025 | 20 | 0 | 31.68M | $1.29B | +3 | −4 |
| Q2 2025 | 18 | 0 | 34.76M | $1.33B | +2 | −2 |
| Q1 2025 | 15 | +2 | 13.61M | $613.74M | +2 | — |
| Q4 2024 | 13 | -1 | 12.70M | $498.32M | +1 | −2 |
| Q3 2024 | 13 | +1 | 9.72M | $437.86M | +2 | −1 |
| Q2 2024 | 12 | — | 10.23M | $402.94M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 5.53M | +1.7% | $217.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 2.78M | — | $108.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.06M | -0.5% | $80.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.06M | -0.5% | $80.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.06M | +2.3% | $41.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.06M | +2.3% | $41.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.06M | +2.3% | $41.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.06M | +2.3% | $41.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 348.06K | -27.8% | $13.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 302.96K | +34.0% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 211.15K | +249.5% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 211.15K | +249.5% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 211.15K | +249.5% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 118.51K | +43.0% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 118.51K | +43.0% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 101.28K | +87.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 101.28K | +87.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 74.10K | -51.4% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 63.26K | +2.5% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 36.64K | Nuevo | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 13.60K | 0.0% | $533,800 | 0.0% | Held | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Bridgewater Associates | $1.44M | 0.0% |
Posición cerrada
| Arrowstreet Capital | $1.40M | era 0.0% |
| Point72 Asset Management | $466,709 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 423 acciones, $17,652 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.