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TRNO · 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.

TRNOEQIX
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.
  • TRNO
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterTRNOEQIX
Q3 20202 holders, $315m19 holders, $8.2bn
Q4 20202 holders, $332m21 holders, $8.2bn
Q1 20212 holders, $346m19 holders, $7.5bn
Q2 20212 holders, $373m17 holders, $7.9bn
Q3 20213 holders, $390m15 holders, $7.0bn
Q4 20213 holders, $511m18 holders, $6.0bn
Q1 20223 holders, $501m18 holders, $6.0bn
Q2 20224 holders, $439m23 holders, $5.7bn
Q3 20224 holders, $203m20 holders, $4.8bn
Q4 20223 holders, $175m15 holders, $5.1bn
Q1 20235 holders, $451m17 holders, $5.3bn
Q2 20236 holders, $475m20 holders, $6.5bn
Q3 20236 holders, $501m16 holders, $6.2bn
Q4 20236 holders, $634m19 holders, $6.6bn
Q1 20247 holders, $1.2bn27 holders, $7.6bn
Q2 20246 holders, $1.1bn21 holders, $8.1bn
Q3 20246 holders, $1.4bn26 holders, $9.6bn
Q4 20246 holders, $949m28 holders, $10.3bn
Q1 20255 holders, $1.0bn31 holders, $8.7bn
Q2 20255 holders, $822m30 holders, $7.3bn
Q3 20253 holders, $900m28 holders, $7.0bn
Q4 20253 holders, $890m26 holders, $8.2bn
Q1 20266 holders, $1.1bn31 holders, $11.5bn
Q2 20267 holders, $1.2bn31 holders, $12.6bn
TRNO

Terreno Realty Corp

Holders
7
Reported value
$1.2bn
Buyers
6
Sellers
1

Breadth +5 among 93 comparable managers.

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

Only TRNO (2)

Two Sigma Advisers LP, Two Sigma Investments LP

Only EQIX (22)

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, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors 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.

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