Holders over time
- PSA
- EQIX
| Quarter | PSA | EQIX |
|---|---|---|
| Q3 2020 | 15 holders, $3.4bn | 19 holders, $8.2bn |
| Q4 2020 | 22 holders, $3.5bn | 21 holders, $8.2bn |
| Q1 2021 | 17 holders, $3.4bn | 19 holders, $7.5bn |
| Q2 2021 | 18 holders, $4.1bn | 17 holders, $7.9bn |
| Q3 2021 | 20 holders, $3.9bn | 15 holders, $7.0bn |
| Q4 2021 | 21 holders, $4.4bn | 18 holders, $6.0bn |
| Q1 2022 | 24 holders, $4.6bn | 18 holders, $6.0bn |
| Q2 2022 | 26 holders, $4.3bn | 23 holders, $5.7bn |
| Q3 2022 | 27 holders, $4.0bn | 20 holders, $4.8bn |
| Q4 2022 | 22 holders, $3.9bn | 15 holders, $5.1bn |
| Q1 2023 | 19 holders, $4.3bn | 17 holders, $5.3bn |
| Q2 2023 | 17 holders, $4.6bn | 20 holders, $6.5bn |
| Q3 2023 | 14 holders, $4.3bn | 16 holders, $6.2bn |
| Q4 2023 | 17 holders, $5.6bn | 19 holders, $6.6bn |
| Q1 2024 | 18 holders, $5.3bn | 27 holders, $7.6bn |
| Q2 2024 | 20 holders, $5.7bn | 21 holders, $8.1bn |
| Q3 2024 | 20 holders, $7.4bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $5.7bn | 28 holders, $10.3bn |
| Q1 2025 | 16 holders, $4.9bn | 31 holders, $8.7bn |
| Q2 2025 | 17 holders, $5.0bn | 30 holders, $7.3bn |
| Q3 2025 | 17 holders, $4.5bn | 28 holders, $7.0bn |
| Q4 2025 | 12 holders, $3.0bn | 26 holders, $8.2bn |
| Q1 2026 | 11 holders, $4.1bn | 31 holders, $11.5bn |
| Q2 2026 | 10 holders, $4.6bn | 31 holders, $12.6bn |
Public Storage
- Holders
- 18
- Reported value
- $5.3bn
- Buyers
- 10
- Sellers
- 6
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 (13)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only PSA (5)
Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Renaissance Technologies LLC
Only EQIX (14)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Maverick Capital Ltd, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, 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.