PCH
PotlatchDeltic Corporation · Real Estate · REIT - Specialty
Señales de momentum (gestores comparables):
amplitud de titulares +15.4% ·
flujo de acciones +7.2% ·
nuevas posiciones netas +13.3%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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) | 5.67M | +2.5% | $255.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 2.76M | -0.6% | $124.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.10M | +2.1% | $94.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.10M | +2.1% | $94.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 968.50K | -8.8% | $43.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 968.50K | -8.8% | $43.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 968.50K | -8.8% | $43.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 968.50K | -8.8% | $43.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 968.50K | -8.8% | $43.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 485.69K | +130.0% | $21.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 485.69K | +130.0% | $21.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 485.69K | +130.0% | $21.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 485.69K | +130.0% | $21.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 425.00K | Nuevo | $19.18M | 0.0% | New | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 370.42K | +6.4% | $16.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 321.13K | +6.0% | $14.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 152.64K | +316.6% | $6.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 127.56K | Nuevo | $5.76M | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 127.56K | Nuevo | $5.76M | 0.0% | New | 1 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 76.20K | +2.8% | $3.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 65.25K | +3.1% | $2.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 48.99K | -51.6% | $2.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 48.99K | -51.6% | $2.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 23.55K | -80.1% | $1.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | GAMCO Investors ✦ | 13.60K | 0.0% | $613,632 | 0.0% | Held | 4 | 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
| Adage Capital Partners | $19.18M | 0.0% |
| Marshall Wace | $5.76M | 0.0% |
| Marshall Wace | $5.76M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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.