Vault-13

POTLATCHDELTIC CORPORATION PCH

COM · REIT · CUSIP 737630103 · ISIN US7376301039

325 institutional holders +8 vs Q1 2025
70,523,18570.5m shares reported held*
$2.7bnreported value*
42 new 111 added 118 reduced 36 sold out net sold ≈ $11.7m (-319.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.37. Options: 7 managers hold calls ($9.2m notional), 5 hold puts ($2.3m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 331Q4 22: 326Q1 23: 334Q2 23: 307Q3 23: 293Q4 23: 301Q1 24: 297Q2 24: 305Q3 24: 324Q4 24: 300Q1 25: 317Q2 25: 325325Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022331
Q4 2022326
Q1 2023334
Q2 2023307
Q3 2023293
Q4 2023301
Q1 2024297
Q2 2024305
Q3 2024324
Q4 2024300
Q1 2025317
Q2 2025325

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 98 bought or addedQ3 23: 157 cut or sold outQ4 23: 111 bought or addedQ4 23: 147 cut or sold outQ4 23Q1 24: 122 bought or addedQ1 24: 146 cut or sold outQ2 24: 140 bought or addedQ2 24: 146 cut or sold outQ2 24Q3 24: 134 bought or addedQ3 24: 151 cut or sold outQ4 24: 129 bought or addedQ4 24: 154 cut or sold outQ4 24Q1 25: 145 bought or addedQ1 25: 133 cut or sold outQ2 25: 153 bought or addedQ2 25: 154 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202398157
Q4 2023111147
Q1 2024122146
Q2 2024140146
Q3 2024134151
Q4 2024129154
Q1 2025145133
Q2 2025153154

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5m$5m$7.5m$10mQ3 24 calls: $1.9mQ3 24 puts: $5.1mQ3 24P/C 2.65Q4 24 calls: $1.6mQ4 24 puts: $580.9kQ4 24P/C 0.36Q1 25 calls: $3.2mQ1 25 puts: $554.4kQ1 25P/C 0.17Q2 25 calls: $9.2mQ2 25 puts: $2.3mQ2 25P/C 0.26
Numbers
QuarterCallsPutsP/C
Q3 2024$1.9m$5.1m2.65
Q4 2024$1.6m$580.9k0.36
Q1 2025$3.2m$554.4k0.17
Q2 2025$9.2m$2.3m0.26

Biggest buyers

WESTWOOD HOLDINGS GROUP INC Added +461,356+461.4k
MILLENNIUM MANAGEMENT LLC Added +443,694+443.7k
AMERIPRISE FINANCIAL INC Added +438,032+438.0k
Legal & General Group Plc Added +344,553+344.6k
MetLife Investment Management, LLC Added +314,367+314.4k
ROYAL BANK OF CANADA Added +216,202+216.2k
Edgestream Partners, L.P. New +199,462+199.5k
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ Added +135,892+135.9k
D. E. Shaw & Co., Inc. Added +134,980+135.0k
Grantham, Mayo, Van Otterloo & Co. LLC New +131,600+131.6k

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -674,927-674.9k
DEUTSCHE BANK AG\ Reduced -621,613-621.6k
WELLINGTON MANAGEMENT GROUP LLP Reduced -451,494-451.5k
GOLDMAN SACHS GROUP INC Reduced -235,142-235.1k
VANGUARD GROUP INC Reduced -229,582-229.6k
JPMORGAN CHASE & CO Reduced -170,829-170.8k
AQR CAPITAL MANAGEMENT LLC Reduced -153,164-153.2k
Pictet Asset Management Holding SA Reduced -147,045-147.0k
Bridgewater Associates, LP Reduced -140,221-140.2k
BlackRock, Inc. Reduced -134,097-134.1k

Biggest calls

PEAK6 LLC Added $3.8m100.0k shares
GROUP ONE TRADING LLC Added $3.1m79.6k shares
CITADEL ADVISORS LLC Added $1.7m43.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $349.2k9.1k shares
JANE STREET GROUP, LLC New $264.8k6.9k shares
SIMPLEX TRADING, LLC Added $19.0k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

JANE STREET GROUP, LLC New $1.6m42.4k shares
CITADEL ADVISORS LLC Added $464.3k12.1k shares
D. E. Shaw & Co., Inc. New $203.4k5.3k shares
SIMPLEX TRADING, LLC Added $49.0k1.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD GROUP INC 13G · institution filed 2025-07-29 13.6% 10.7m 2025-07-29
BlackRock, Inc. 13G · institution -5.6 pts · filed 2026-02-06 7.7% -5.6 pts 6.0m 2026-02-06

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 10,864,72410.9m $416.9m $416.9m 0.01% Reduced -134.1k -134,097
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 10,662,69410.7m $409.1m $409.1m 0.01% Reduced -229.6k -229,582
3 NORGES BANK 0.03% of their portfolio OSLO, Q8 5,669,6175.7m $217.5m $217.5m 0.03% Unchanged
4 Legal & General Group Plc 0.03% of their portfolio London, X0 2,819,8752.8m $108.2m $108.2m 0.03% Added +344.6k +344,553
5 WESTWOOD HOLDINGS GROUP INC 0.77% of their portfolio DALLAS, TX 2,792,0752.8m $107.1m $107.1m 0.77% Added +461.4k +461,356
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,736,3912.7m $105.0m $105.0m 0.00% Reduced -24.0k -23,984
7 Pictet Asset Management Holding SA 0.09% of their portfolio CAROUGE, V8 2,412,9562.4m $92.6m $92.6m 0.09% Reduced -147.0k -147,045
8 DEPRINCE RACE & ZOLLO INC 1.86% of their portfolio Winter Park, FL 2,335,1432.3m $89.6m $89.6m 1.86% Added +4.2k +4,189
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,098,9472.1m $80.5m $80.5m 0.01% Added +631 +631
10 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.48% of their portfolio NEW YORK, NY 1,868,7821.9m $71.7m $71.7m 0.48% Reduced -43.1k -43,093
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,553,5371.6m $59.6m $59.6m 0.01% Reduced -6.6k -6,586
12 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,091,5291.1m $41.9m $41.9m 0.01% Reduced -102.0k -102,039
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,027,1901.0m $39.4m $39.4m 0.01% Added +438.0k +438,032
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,016,3601.0m $39.0m $39.0m 0.00% Reduced -170.8k -170,829
15 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.85% of their portfolio MEMPHIS, TN 956,247956.2k $36.7m $36.7m 1.85% Added +135.9k +135,892
16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 841,780841.8k $32.3m $32.3m 0.01% Reduced -34.7k -34,700
17 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 814,116814.1k $31.2m $31.2m 0.03% Added +443.7k +443,694
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 739,124739.1k $28.4m $28.4m 0.01% Reduced -11.1k -11,055
19 Russell Investments Group, Ltd. 0.03% of their portfolio Seattle, WA 705,544705.5k $27.1m $27.1m 0.03% Reduced -114.2k -114,238
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 668,365668.4k $25.6m $25.6m 0.00% Reduced -58.9k -58,917
21 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 517,005517.0k $19.8m $19.8m 0.00% Reduced -451.5k -451,494
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 512,470512.5k $19.7m $19.7m 0.00% Added +43.8k +43,765
23 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 464,044464.0k $17.8m $17.8m 0.02% Added +131.3k +131,270
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 430,560430.6k $16.5m $16.5m 0.00% Added +216.2k +216,202
25 KENNEDY CAPITAL MANAGEMENT LLC 0.39% of their portfolio ST LOUIS, MO 428,303428.3k $16.4m $16.4m 0.39% Added +54.7k +54,665
26 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio Boston, MA 415,000415.0k $15.9m $15.9m 0.03% Reduced -10.0k -10,000
27 MetLife Investment Management, LLC 0.09% of their portfolio Whippany, NJ 398,894398.9k $15.3m $15.3m 0.09% Added +314.4k +314,367
28 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 366,720366.7k $14.1m $14.1m 0.03% Reduced -1.1k -1,081
29 Ancora Advisors LLC 0.29% of their portfolio Cleveland, OH 360,217360.2k $13.8m $13.8m 0.29% Added +14.0k +14,005
30 Curi Capital, LLC 0.25% of their portfolio CHICAGO, IL 340,293340.3k $13.1m $13.1m 0.25% Reduced -3.5k -3,503
31 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 332,525332.5k $12.8m $12.8m 0.01% Reduced -153.2k -153,164
32 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 319,769319.8k $12.3m $12.3m 0.00% Reduced -1.4k -1,360
33 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 309,549309.5k $11.9m $11.9m 0.01% Added +75.9k +75,862
34 Ceredex Value Advisors LLC 0.25% of their portfolio WINTER PARK, FL 306,350306.4k $11.8m $11.8m 0.25% Added +64.7k +64,700
35 HEARTLAND ADVISORS INC 0.62% of their portfolio MILWAUKEE, WI 288,875288.9k $11.1m $11.1m 0.62% Reduced -133.7k -133,650
36 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 286,640286.6k $11.0m $11.0m 0.00% Reduced -621.6k -621,613
37 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 275,750275.8k $10.6m $10.6m 0.01% Added +6.7k +6,700
38 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 274,393274.4k $10.5m $10.5m 0.01% Added +3.9k +3,917
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 263,768263.8k $10.1m $10.1m 0.00% Added +19.5k +19,540
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 245,498245.5k $9.4m $9.4m 0.00% Added +66.0k +66,012
41 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 235,010235.0k $9.0m $9.0m 0.01% Reduced -49.3k -49,282
42 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 224,154224.2k $8.6m $8.6m 0.00% Added +21.9k +21,931
43 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 217,789217.8k $8.4m $8.4m 0.00% Reduced -15.0k -14,987
44 NFJ INVESTMENT GROUP, LLC 0.29% of their portfolio DALLAS, TX 215,101215.1k $8.3m $8.3m 0.29% Added +86.0k +85,977
45 Edgestream Partners, L.P. 0.21% of their portfolio Princeton, NJ 199,462199.5k $7.7m $7.7m 0.21% New
46 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 192,646192.6k $7.4m $7.4m 0.01% Added +1.4k +1,355
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 192,019192.0k $7.4m $7.4m 0.00% Reduced -235.1k -235,142
48 Bernzott Capital Advisors 3.75% of their portfolio Camarillo, CA 191,524191.5k $7.3m $7.3m 3.75% Added +22.0k +21,954
49 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 191,477191.5k $7.3m $7.3m 0.00% Reduced -81.1k -81,145
50 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 189,680189.7k $7.3m $7.3m 0.01% First filing
51 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 188,370188.4k $7.2m $7.2m 0.01% Reduced -860 -860
52 World Investment Advisors 0.16% of their portfolio LINCROFT, NJ 183,728183.7k $7.0m $7.0m 0.16% Reduced -53 -53
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 172,502172.5k $6.6m $6.6m 0.00% Added +16.0k +15,960
54 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 164,561164.6k $6.3m $6.3m 0.00% Reduced -2.1k -2,089
55 CONGRESS ASSET MANAGEMENT CO 0.04% of their portfolio BOSTON, MA 160,984161.0k $6.2m $6.2m 0.04% Added +3.8k +3,801
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 160,501160.5k $6.2m $6.2m 0.00% Added +77.4k +77,441
57 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 158,527158.5k $6.1m $6.1m 0.01% Added +135.0k +134,980
58 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 152,999153.0k $5.9m $5.9m 0.01% Added +5.6k +5,552
59 Aristotle Atlantic Partners, LLC 0.18% of their portfolio SARASOTA, FL 151,661151.7k $5.8m $5.8m 0.18% Unchanged
60 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 143,417143.4k $5.5m $5.5m 0.00% Reduced -7.6k -7,630
61 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.06% of their portfolio New York, NY 142,961143.0k $5.5m $5.5m 0.06% Reduced -37.4k -37,401
62 Swiss National Bank 0.00% of their portfolio ZURICH, V8 142,914142.9k $5.5m $5.5m 0.00% Reduced -9.7k -9,700
63 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 141,559141.6k $5.4m $5.4m 0.00% Added +928 +928
64 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 138,890138.9k $5.3m $5.3m 0.01% Reduced -2.8k -2,841
65 Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio Boston, MA 131,600131.6k $5.0m $5.0m 0.02% New
66 PEREGRINE CAPITAL MANAGEMENT LLC 0.14% of their portfolio MINNEAPOLIS, MN 118,664118.7k $4.6m $4.6m 0.14% Added +3.2k +3,247
67 FIDUCIARY COUNSELLING INC 12.72% of their portfolio SAINT PAUL, MN 117,237117.2k $4.5m $4.5m 12.72% Added +521 +521
68 Rock Point Advisors, LLC 1.25% of their portfolio BURLINGTON, VT 115,844115.8k $4.4m $4.4m 1.25% Added +3.0k +3,047
69 First Horizon Advisors, Inc. 0.11% of their portfolio MEMPHIS, TN 113,869113.9k $4.4m $4.4m 0.11% Unchanged
70 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 107,677107.7k $4.1m $4.1m 0.01% Added +7.0k +7,002
71 Uniplan Investment Counsel, Inc. 0.39% of their portfolio MILWAUKEE, WI 101,709101.7k $3.9m $3.9m 0.39% Reduced -4.5k -4,540
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 99,14499.1k $3.8m $3.8m 0.01% Reduced -3.5k -3,508
73 BFSG, LLC 0.42% of their portfolio IRVINE, CA 98,71198.7k $3.8m $3.8m 0.42% Added +788 +788
74 BARINGS LLC 0.09% of their portfolio CHARLOTTE, NC 96,23196.2k $3.7m $3.7m 0.09% Reduced -2.1k -2,135
75 Granite Investment Partners, LLC 0.17% of their portfolio EL SEGUNDO, CA 90,10490.1k $3.5m $3.5m 0.17% Reduced -2.7k -2,731
76 Retirement Systems of Alabama 0.01% of their portfolio MONTGOMERY, AL 87,41787.4k $3.4m $3.4m 0.01% Added +154 +154
77 ONTARIO TEACHERS PENSION PLAN BOARD 0.06% of their portfolio Toronto, A6 81,39481.4k $3.1m $3.1m 0.06% New
78 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 79,80379.8k $3.1m $3.1m 0.00% Reduced -3.8k -3,788
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 72,92972.9k $2.8m $2.8m 0.00% Unchanged
80 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 70,74070.7k $2.7m $2.7m 0.00% Added +5.5k +5,487
81 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 70,28470.3k $2.7m $2.7m 0.00% Added +33.6k +33,610
82 MARTINGALE ASSET MANAGEMENT L P 0.07% of their portfolio BOSTON, MA 69,77269.8k $2.7m $2.7m 0.07% New
83 WINDWARD CAPITAL MANAGEMENT CO /CA 0.23% of their portfolio LOS ANGELES, CA 69,38869.4k $2.7m $2.7m 0.23% Reduced -1.3k -1,320
84 Cadence Bank 0.17% of their portfolio Tupelo, MS 69,27369.3k $2.7m $2.7m 0.17% Added +5.6k +5,552
85 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 67,34167.3k $2.6m $2.6m 0.01% Added +12.8k +12,822
86 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 66,31766.3k $2.5m $2.5m 0.00% Reduced -6.6k -6,585
87 SummitTX Capital, L.P. 0.11% of their portfolio FORT WORTH, TX 65,93065.9k $2.5m $2.5m 0.11% Reduced -53.4k -53,350
88 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 64,13964.1k $2.5m $2.5m 0.00% Reduced -112.8k -112,776
89 BARD ASSOCIATES INC 0.78% of their portfolio CHICAGO, IL 63,57763.6k $2.4m $2.4m 0.78% Reduced -885 -885
90 Holocene Advisors, LP 0.01% of their portfolio New York, NY 63,27863.3k $2.4m $2.4m 0.01% Added +31.3k +31,339
91 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 62,06562.1k $2.4m $2.4m 0.00% Added +11.2k +11,247
92 Vestcor Inc 0.07% of their portfolio FREDERICTON, A3 59,62059.6k $2.3m $2.3m 0.07% New
93 Foresight Group Ltd Liability Partnership 0.33% of their portfolio London, X0 59,50459.5k $2.3m $2.3m 0.33% Reduced -8.4k -8,397
94 EagleClaw Capital Managment, LLC 0.33% of their portfolio BOSTON, MA 58,43958.4k $2.2m $2.2m 0.33% Reduced -3.6k -3,586
95 CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio PARIS, I0 56,06956.1k $2.2m $2.2m 0.02% New
96 INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio WEST PALM BEACH, FL 52,39452.4k $2.0m $2.0m 0.02% Reduced -6.4k -6,372
97 CI INVESTMENTS INC. 0.01% of their portfolio TORONTO, Z4 52,13552.1k $2.0m $2.0m 0.01% New
98 WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio CHICAGO, IL 50,00050.0k $1.9m $1.9m 0.03% New
99 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 49,06149.1k $1.9m $1.9m 0.01% Added +6.3k +6,309
100 Adelante Capital Management LLC 0.14% of their portfolio ALAMEDA, CA 48,62248.6k $1.9m $1.9m 0.14% Reduced -86 -86