Holders over time
- UDR
- EQIX
| Quarter | UDR | EQIX |
|---|---|---|
| Q3 2020 | 14 holders, $967m | 19 holders, $8.2bn |
| Q4 2020 | 10 holders, $1.1bn | 21 holders, $8.2bn |
| Q1 2021 | 12 holders, $1.4bn | 19 holders, $7.5bn |
| Q2 2021 | 5 holders, $1.3bn | 17 holders, $7.9bn |
| Q3 2021 | 5 holders, $1.7bn | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $2.0bn | 18 holders, $6.0bn |
| Q1 2022 | 12 holders, $1.9bn | 18 holders, $6.0bn |
| Q2 2022 | 11 holders, $1.5bn | 23 holders, $5.7bn |
| Q3 2022 | 11 holders, $1.2bn | 20 holders, $4.8bn |
| Q4 2022 | 9 holders, $1.1bn | 15 holders, $5.1bn |
| Q1 2023 | 6 holders, $1.2bn | 17 holders, $5.3bn |
| Q2 2023 | 9 holders, $1.6bn | 20 holders, $6.5bn |
| Q3 2023 | 9 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $1.1bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $1.3bn | 27 holders, $7.6bn |
| Q2 2024 | 11 holders, $857m | 21 holders, $8.1bn |
| Q3 2024 | 12 holders, $1.6bn | 26 holders, $9.6bn |
| Q4 2024 | 9 holders, $1.9bn | 28 holders, $10.3bn |
| Q1 2025 | 13 holders, $2.2bn | 31 holders, $8.7bn |
| Q2 2025 | 10 holders, $2.1bn | 30 holders, $7.3bn |
| Q3 2025 | 11 holders, $2.0bn | 28 holders, $7.0bn |
| Q4 2025 | 9 holders, $1.9bn | 26 holders, $8.2bn |
| Q1 2026 | 10 holders, $1.8bn | 31 holders, $11.5bn |
| Q2 2026 | 8 holders, $2.0bn | 31 holders, $12.6bn |
Udr Inc
- Holders
- 11
- Reported value
- $1.3bn
- Buyers
- 10
- Sellers
- 2
Breadth +8 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)
Balyasny Asset Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only UDR (1)
Only EQIX (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, 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.