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AMT · EQIX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AMTEQIX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AMT
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterAMTEQIX
Q3 202034 holders, $18.1bn19 holders, $8.2bn
Q4 202029 holders, $15.3bn21 holders, $8.2bn
Q1 202121 holders, $15.3bn19 holders, $7.5bn
Q2 202123 holders, $17.2bn17 holders, $7.9bn
Q3 202128 holders, $16.9bn15 holders, $7.0bn
Q4 202124 holders, $17.1bn18 holders, $6.0bn
Q1 202222 holders, $13.4bn18 holders, $6.0bn
Q2 202225 holders, $15.2bn23 holders, $5.7bn
Q3 202227 holders, $12.7bn20 holders, $4.8bn
Q4 202222 holders, $13.0bn15 holders, $5.1bn
Q1 202332 holders, $12.6bn17 holders, $5.3bn
Q2 202328 holders, $11.7bn20 holders, $6.5bn
Q3 202329 holders, $9.5bn16 holders, $6.2bn
Q4 202323 holders, $12.8bn19 holders, $6.6bn
Q1 202426 holders, $11.7bn27 holders, $7.6bn
Q2 202429 holders, $11.3bn21 holders, $8.1bn
Q3 202428 holders, $14.0bn26 holders, $9.6bn
Q4 202426 holders, $11.6bn28 holders, $10.3bn
Q1 202528 holders, $13.9bn31 holders, $8.7bn
Q2 202528 holders, $13.8bn30 holders, $7.3bn
Q3 202530 holders, $9.5bn28 holders, $7.0bn
Q4 202534 holders, $9.0bn26 holders, $8.2bn
Q1 202629 holders, $8.4bn31 holders, $11.5bn
Q2 202631 holders, $8.6bn31 holders, $12.6bn
AMT

American Tower Corp

Holders
23
Reported value
$12.8bn
Buyers
7
Sellers
17

Breadth -10 among 93 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
19
Reported value
$6.6bn
Buyers
12
Sellers
10

Breadth +2 among 93 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q4 2023

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMT (13)

Akre Capital Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC

Only EQIX (9)

Acadian Asset Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Coatue Management LLC, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Man Group PLC, Quantbot Technologies LP, Squarepoint Ops LLC

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.

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