Holders over time
- ESS
- EQIX
| Quarter | ESS | EQIX |
|---|---|---|
| Q3 2020 | 10 holders, $617m | 19 holders, $8.2bn |
| Q4 2020 | 5 holders, $115m | 21 holders, $8.2bn |
| Q1 2021 | 4 holders, $154m | 19 holders, $7.5bn |
| Q2 2021 | 3 holders, $185m | 17 holders, $7.9bn |
| Q3 2021 | 5 holders, $518m | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $571m | 18 holders, $6.0bn |
| Q1 2022 | 9 holders, $1.1bn | 18 holders, $6.0bn |
| Q2 2022 | 15 holders, $871m | 23 holders, $5.7bn |
| Q3 2022 | 13 holders, $1.3bn | 20 holders, $4.8bn |
| Q4 2022 | 11 holders, $755m | 15 holders, $5.1bn |
| Q1 2023 | 7 holders, $1.1bn | 17 holders, $5.3bn |
| Q2 2023 | 5 holders, $1.2bn | 20 holders, $6.5bn |
| Q3 2023 | 6 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 7 holders, $1.3bn | 19 holders, $6.6bn |
| Q1 2024 | 5 holders, $755m | 27 holders, $7.6bn |
| Q2 2024 | 5 holders, $1.1bn | 21 holders, $8.1bn |
| Q3 2024 | 5 holders, $1.2bn | 26 holders, $9.6bn |
| Q4 2024 | 11 holders, $1.5bn | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $1.6bn | 31 holders, $8.7bn |
| Q2 2025 | 4 holders, $1.5bn | 30 holders, $7.3bn |
| Q3 2025 | 3 holders, $1.3bn | 28 holders, $7.0bn |
| Q4 2025 | 3 holders, $1.1bn | 26 holders, $8.2bn |
| Q1 2026 | 4 holders, $1.1bn | 31 holders, $11.5bn |
| Q2 2026 | 2 holders, $1.2bn | 31 holders, $12.6bn |
Essex Property Trust Inc
- Holders
- 5
- Reported value
- $755m
- Buyers
- 5
- Sellers
- 1
Breadth +4 among 93 comparable managers.
Equinix Inc
- Holders
- 27
- Reported value
- $7.6bn
- Buyers
- 19
- Sellers
- 9
Breadth +10 among 93 comparable managers.
Who holds both, Q1 2024
Both (4)
Holocene Advisors LP, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only ESS (1)
Only EQIX (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
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.