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IRM · 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.

IRMEQIX
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.
  • IRM
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterIRMEQIX
Q3 20203 holders, $951m19 holders, $8.2bn
Q4 20203 holders, $865m21 holders, $8.2bn
Q1 20212 holders, $1.2bn19 holders, $7.5bn
Q2 20212 holders, $1.4bn17 holders, $7.9bn
Q3 20212 holders, $1.4bn15 holders, $7.0bn
Q4 20213 holders, $2.0bn18 holders, $6.0bn
Q1 20222 holders, $1.7bn18 holders, $6.0bn
Q2 20223 holders, $1.4bn23 holders, $5.7bn
Q3 20225 holders, $1.3bn20 holders, $4.8bn
Q4 20225 holders, $1.6bn15 holders, $5.1bn
Q1 20233 holders, $1.4bn17 holders, $5.3bn
Q2 20234 holders, $1.2bn20 holders, $6.5bn
Q3 20237 holders, $1.6bn16 holders, $6.2bn
Q4 20239 holders, $892m19 holders, $6.6bn
Q1 202410 holders, $758m27 holders, $7.6bn
Q2 20246 holders, $811m21 holders, $8.1bn
Q3 20246 holders, $956m26 holders, $9.6bn
Q4 202410 holders, $856m28 holders, $10.3bn
Q1 202511 holders, $1.1bn31 holders, $8.7bn
Q2 202511 holders, $1.8bn30 holders, $7.3bn
Q3 20256 holders, $1.7bn28 holders, $7.0bn
Q4 20256 holders, $1.3bn26 holders, $8.2bn
Q1 20269 holders, $1.7bn31 holders, $11.5bn
Q2 20266 holders, $2.0bn31 holders, $12.6bn
IRM

Iron MTN Inc Del

Holders
10
Reported value
$758m
Buyers
5
Sellers
5

Breadth 0 among 93 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
27
Reported value
$7.6bn
Buyers
19
Sellers
9

Breadth +10 among 93 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q1 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IRM (4)

Capital World Investors, Point72 Asset Management LP, Quantbot Technologies LP, Voloridge Investment Management LLC

Only EQIX (21)

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, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, 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.

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