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GLPI · 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.

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.
  • GLPI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterGLPIEQIX
Q3 202011 holders, $1.6bn19 holders, $8.2bn
Q4 20209 holders, $1.5bn21 holders, $8.2bn
Q1 20216 holders, $1.5bn19 holders, $7.5bn
Q2 20215 holders, $1.6bn17 holders, $7.9bn
Q3 20217 holders, $2.0bn15 holders, $7.0bn
Q4 202111 holders, $2.3bn18 holders, $6.0bn
Q1 20229 holders, $2.0bn18 holders, $6.0bn
Q2 202214 holders, $2.2bn23 holders, $5.7bn
Q3 202211 holders, $1.9bn20 holders, $4.8bn
Q4 202214 holders, $2.1bn15 holders, $5.1bn
Q1 202310 holders, $1.6bn17 holders, $5.3bn
Q2 20237 holders, $1.5bn20 holders, $6.5bn
Q3 20235 holders, $1.2bn16 holders, $6.2bn
Q4 202311 holders, $1.3bn19 holders, $6.6bn
Q1 20249 holders, $1.2bn27 holders, $7.6bn
Q2 20248 holders, $1.2bn21 holders, $8.1bn
Q3 202411 holders, $1.7bn26 holders, $9.6bn
Q4 20248 holders, $1.6bn28 holders, $10.3bn
Q1 202510 holders, $1.8bn31 holders, $8.7bn
Q2 202512 holders, $1.9bn30 holders, $7.3bn
Q3 202514 holders, $1.8bn28 holders, $7.0bn
Q4 202513 holders, $1.8bn26 holders, $8.2bn
Q1 202613 holders, $1.7bn31 holders, $11.5bn
Q2 202612 holders, $1.8bn31 holders, $12.6bn
GLPI

Gaming & Leisure Pptys Inc

Holders
11
Reported value
$1.3bn
Buyers
9
Sellers
1

Breadth +8 among 93 comparable managers.

EQIX

Equinix Inc

Holders
19
Reported value
$6.6bn
Buyers
12
Sellers
10

Breadth +2 among 93 comparable managers.

Who holds both, Q4 2023

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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