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INVH · 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.

INVHEQIX
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.
  • INVH
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterINVHEQIX
Q3 202011 holders, $1.2bn19 holders, $8.2bn
Q4 202010 holders, $1.1bn21 holders, $8.2bn
Q1 202112 holders, $1.6bn19 holders, $7.5bn
Q2 202111 holders, $1.8bn17 holders, $7.9bn
Q3 202113 holders, $1.8bn15 holders, $7.0bn
Q4 202115 holders, $2.2bn18 holders, $6.0bn
Q1 202210 holders, $1.7bn18 holders, $6.0bn
Q2 20228 holders, $1.4bn23 holders, $5.7bn
Q3 20227 holders, $1.3bn20 holders, $4.8bn
Q4 20227 holders, $996m15 holders, $5.1bn
Q1 20236 holders, $1.1bn17 holders, $5.3bn
Q2 20236 holders, $960m20 holders, $6.5bn
Q3 20236 holders, $1.1bn16 holders, $6.2bn
Q4 20237 holders, $1.1bn19 holders, $6.6bn
Q1 20247 holders, $998m27 holders, $7.6bn
Q2 20248 holders, $1.4bn21 holders, $8.1bn
Q3 20243 holders, $1.2bn26 holders, $9.6bn
Q4 20246 holders, $1.1bn28 holders, $10.3bn
Q1 20259 holders, $1.4bn31 holders, $8.7bn
Q2 202510 holders, $1.3bn30 holders, $7.3bn
Q3 20257 holders, $1.0bn28 holders, $7.0bn
Q4 202511 holders, $473m26 holders, $8.2bn
Q1 202612 holders, $954m31 holders, $11.5bn
Q2 202614 holders, $1.0bn31 holders, $12.6bn
INVH

Invitation Homes Inc

Holders
7
Reported value
$1.1bn
Buyers
3
Sellers
4

Breadth -1 among 93 comparable managers.

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

Only INVH (4)

D1 Capital Partners LP, Marshall Wace LLP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC

Only EQIX (16)

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, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.

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