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
- 11
- Reported value
- $2.7bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 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 (10)
AllianceBernstein LP, AQR Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only SPG (1)
Only EQIX (17)
Acadian Asset 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, First Eagle Investment Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, 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.