Holders over time
- SPG
- EQIX
| Quarter | SPG | EQIX |
|---|---|---|
| Q3 2020 | 4 holders, $694m | 19 holders, $8.2bn |
| Q4 2020 | 8 holders, $1.7bn | 21 holders, $8.2bn |
| Q1 2021 | 11 holders, $2.4bn | 19 holders, $7.5bn |
| Q2 2021 | 12 holders, $2.4bn | 17 holders, $7.9bn |
| Q3 2021 | 12 holders, $2.3bn | 15 holders, $7.0bn |
| Q4 2021 | 13 holders, $3.0bn | 18 holders, $6.0bn |
| Q1 2022 | 19 holders, $2.2bn | 18 holders, $6.0bn |
| Q2 2022 | 20 holders, $2.0bn | 23 holders, $5.7bn |
| Q3 2022 | 13 holders, $1.6bn | 20 holders, $4.8bn |
| Q4 2022 | 13 holders, $1.9bn | 15 holders, $5.1bn |
| Q1 2023 | 11 holders, $1.9bn | 17 holders, $5.3bn |
| Q2 2023 | 11 holders, $2.0bn | 20 holders, $6.5bn |
| Q3 2023 | 10 holders, $1.7bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $2.1bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $2.7bn | 27 holders, $7.6bn |
| Q2 2024 | 12 holders, $2.5bn | 21 holders, $8.1bn |
| Q3 2024 | 15 holders, $2.9bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $3.0bn | 28 holders, $10.3bn |
| Q1 2025 | 14 holders, $3.7bn | 31 holders, $8.7bn |
| Q2 2025 | 18 holders, $3.6bn | 30 holders, $7.3bn |
| Q3 2025 | 16 holders, $5.6bn | 28 holders, $7.0bn |
| Q4 2025 | 17 holders, $5.3bn | 26 holders, $8.2bn |
| Q1 2026 | 16 holders, $6.7bn | 31 holders, $11.5bn |
| Q2 2026 | 14 holders, $8.5bn | 31 holders, $12.6bn |
Simon Ppty Group Inc New
- Holders
- 9
- Reported value
- $2.1bn
- Buyers
- 3
- Sellers
- 6
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 (5)
AllianceBernstein LP, Fidelity (FMR LLC), Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only SPG (4)
AQR Capital Management LLC, ExodusPoint Capital Management LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only EQIX (14)
Acadian Asset Management LLC, 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, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, 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.