Holders over time
- CBRE
- EQIX
| Quarter | CBRE | EQIX |
|---|---|---|
| Q3 2020 | 10 holders, $3.0bn | 19 holders, $8.2bn |
| Q4 2020 | 12 holders, $4.4bn | 21 holders, $8.2bn |
| Q1 2021 | 11 holders, $5.6bn | 19 holders, $7.5bn |
| Q2 2021 | 16 holders, $6.1bn | 17 holders, $7.9bn |
| Q3 2021 | 15 holders, $6.9bn | 15 holders, $7.0bn |
| Q4 2021 | 19 holders, $7.7bn | 18 holders, $6.0bn |
| Q1 2022 | 20 holders, $6.3bn | 18 holders, $6.0bn |
| Q2 2022 | 18 holders, $4.5bn | 23 holders, $5.7bn |
| Q3 2022 | 18 holders, $3.9bn | 20 holders, $4.8bn |
| Q4 2022 | 13 holders, $4.4bn | 15 holders, $5.1bn |
| Q1 2023 | 18 holders, $4.3bn | 17 holders, $5.3bn |
| Q2 2023 | 15 holders, $5.1bn | 20 holders, $6.5bn |
| Q3 2023 | 16 holders, $4.4bn | 16 holders, $6.2bn |
| Q4 2023 | 18 holders, $5.9bn | 19 holders, $6.6bn |
| Q1 2024 | 19 holders, $5.7bn | 27 holders, $7.6bn |
| Q2 2024 | 19 holders, $4.4bn | 21 holders, $8.1bn |
| Q3 2024 | 20 holders, $6.2bn | 26 holders, $9.6bn |
| Q4 2024 | 19 holders, $5.8bn | 28 holders, $10.3bn |
| Q1 2025 | 21 holders, $5.9bn | 31 holders, $8.7bn |
| Q2 2025 | 23 holders, $5.9bn | 30 holders, $7.3bn |
| Q3 2025 | 22 holders, $6.8bn | 28 holders, $7.0bn |
| Q4 2025 | 19 holders, $6.7bn | 26 holders, $8.2bn |
| Q1 2026 | 22 holders, $5.3bn | 31 holders, $11.5bn |
| Q2 2026 | 28 holders, $6.2bn | 31 holders, $12.6bn |
Cbre Group Inc
- Holders
- 18
- Reported value
- $5.9bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 among 93 comparable managers.
Equinix Inc
- Holders
- 19
- Reported value
- $6.6bn
- Buyers
- 12
- Sellers
- 10
Breadth +2 among 93 comparable managers.
Who holds both, Q4 2023
Both (8)
AllianceBernstein LP, Brevan Howard Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only CBRE (10)
Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Farallon Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Maverick Capital Ltd, Point72 Asset Management LP, ValueAct Holdings LP, Viking Global Investors LP
Only EQIX (11)
Acadian Asset Management LLC, Artisan Partners LP, Capital Research Global Investors, Coatue Management LLC, Eisler Capital Management Ltd, First Eagle Investment Management LLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp
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.