Holders over time
- EGP
- EQIX
| Quarter | EGP | EQIX |
|---|---|---|
| Q3 2020 | 2 holders, $341m | 19 holders, $8.2bn |
| Q4 2020 | 2 holders, $372m | 21 holders, $8.2bn |
| Q1 2021 | 2 holders, $420m | 19 holders, $7.5bn |
| Q2 2021 | 2 holders, $487m | 17 holders, $7.9bn |
| Q3 2021 | 2 holders, $498m | 15 holders, $7.0bn |
| Q4 2021 | 4 holders, $693m | 18 holders, $6.0bn |
| Q1 2022 | 3 holders, $636m | 18 holders, $6.0bn |
| Q2 2022 | 8 holders, $623m | 23 holders, $5.7bn |
| Q3 2022 | 5 holders, $161m | 20 holders, $4.8bn |
| Q4 2022 | 4 holders, $129m | 15 holders, $5.1bn |
| Q1 2023 | 3 holders, $144m | 17 holders, $5.3bn |
| Q2 2023 | 4 holders, $187m | 20 holders, $6.5bn |
| Q3 2023 | 8 holders, $402m | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $290m | 19 holders, $6.6bn |
| Q1 2024 | 12 holders, $350m | 27 holders, $7.6bn |
| Q2 2024 | 10 holders, $427m | 21 holders, $8.1bn |
| Q3 2024 | 12 holders, $510m | 26 holders, $9.6bn |
| Q4 2024 | 11 holders, $504m | 28 holders, $10.3bn |
| Q1 2025 | 10 holders, $477m | 31 holders, $8.7bn |
| Q2 2025 | 9 holders, $450m | 30 holders, $7.3bn |
| Q3 2025 | 6 holders, $402m | 28 holders, $7.0bn |
| Q4 2025 | 6 holders, $377m | 26 holders, $8.2bn |
| Q1 2026 | 4 holders, $366m | 31 holders, $11.5bn |
| Q2 2026 | 6 holders, $498m | 31 holders, $12.6bn |
Eastgroup Ppty Inc
- Holders
- 9
- Reported value
- $290m
- Buyers
- 6
- Sellers
- 3
Breadth +3 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 (4)
First Eagle Investment Management LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp
Only EGP (5)
ExodusPoint Capital Management LP, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only EQIX (15)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Wellington Management Group LLP
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.