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RHP · 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.

RHPEQIX
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.
  • RHP
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterRHPEQIX
Q3 20201 holders, $60m19 holders, $8.2bn
Q4 20201 holders, $104m21 holders, $8.2bn
Q1 20213 holders, $364m19 holders, $7.5bn
Q2 20213 holders, $410m17 holders, $7.9bn
Q3 20213 holders, $431m15 holders, $7.0bn
Q4 20213 holders, $449m18 holders, $6.0bn
Q1 20223 holders, $424m18 holders, $6.0bn
Q2 20223 holders, $318m23 holders, $5.7bn
Q3 20225 holders, $301m20 holders, $4.8bn
Q4 20223 holders, $309m15 holders, $5.1bn
Q1 20235 holders, $421m17 holders, $5.3bn
Q2 20239 holders, $430m20 holders, $6.5bn
Q3 20236 holders, $377m16 holders, $6.2bn
Q4 20239 holders, $895m19 holders, $6.6bn
Q1 20249 holders, $611m27 holders, $7.6bn
Q2 20247 holders, $637m21 holders, $8.1bn
Q3 20246 holders, $543m26 holders, $9.6bn
Q4 20248 holders, $575m28 holders, $10.3bn
Q1 20257 holders, $353m31 holders, $8.7bn
Q2 20256 holders, $368m30 holders, $7.3bn
Q3 20257 holders, $302m28 holders, $7.0bn
Q4 20257 holders, $403m26 holders, $8.2bn
Q1 20269 holders, $379m31 holders, $11.5bn
Q2 20267 holders, $401m31 holders, $12.6bn
RHP

Ryman Hospitality Properties

Holders
9
Reported value
$895m
Buyers
5
Sellers
4

Breadth +1 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 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RHP (4)

ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Voloridge Investment Management LLC

Only EQIX (14)

Acadian Asset Management LLC, Artisan Partners LP, Capital Research Global Investors, Coatue Management LLC, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.

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