PCH
PotlatchDeltic Corporation · Real Estate · REIT - Specialty
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -1.1% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 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 | n/a |
| Q4 2024 | 13 | -1 | 12.70M | $498.32M | +1 | −2 |
| Q3 2024 | 13 | +1 | 9.72M | $437.86M | +2 | −1 |
| Q2 2024 | 12 | n/a | 10.23M | $402.94M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 10.86M | n/a | $416.88M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 2 | The Vanguard Group ✦ (pasivo) | 10.66M | n/a | $409.13M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Norges Bank ✦ (pasivo) | 5.67M | 0.0% | $217.54M | 0.0% | Held | 5 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 2.74M | -0.9% | $105.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 2.10M | 0.0% | $80.54M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 814.12K | +119.8% | $31.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 517.00K | -46.6% | $19.84M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 8 | Adage Capital Partners ✦ | 415.00K | -2.4% | $15.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 332.52K | -31.5% | $12.76M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 10 | Fisher Asset Management ✦ | 319.77K | -0.4% | $12.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 158.53K | +573.2% | $6.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 70.74K | +8.4% | $2.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Marshall Wace ✦ | 44.80K | -64.9% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 13.60K | 0.0% | $521,832 | 0.0% | Held | 5 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 12.41K | -91.9% | $476,364 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 12.28K | Nuevo | $471,145 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 12.19K | n/a | $467,836 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Gotham Asset Management ✦ | 6.33K | Nuevo | $243,074 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Arrowstreet Capital | $471,145 | 0.0% |
| Gotham Asset Management | $243,074 | 0.0% |
Posición cerrada
| Renaissance Technologies | $3.44M | era 0.0% |
| Citadel Advisors | $2.21M | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.