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VICI · 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.

VICIEQIX
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.
  • VICI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterVICIEQIX
Q3 202018 holders, $2.4bn19 holders, $8.2bn
Q4 202014 holders, $2.4bn21 holders, $8.2bn
Q1 202116 holders, $3.3bn19 holders, $7.5bn
Q2 202113 holders, $3.3bn17 holders, $7.9bn
Q3 202117 holders, $4.1bn15 holders, $7.0bn
Q4 202112 holders, $4.8bn18 holders, $6.0bn
Q1 202214 holders, $5.0bn18 holders, $6.0bn
Q2 202211 holders, $5.9bn23 holders, $5.7bn
Q3 202214 holders, $4.8bn20 holders, $4.8bn
Q4 202219 holders, $4.9bn15 holders, $5.1bn
Q1 202321 holders, $4.9bn17 holders, $5.3bn
Q2 202319 holders, $4.5bn20 holders, $6.5bn
Q3 202316 holders, $4.3bn16 holders, $6.2bn
Q4 202317 holders, $3.7bn19 holders, $6.6bn
Q1 202420 holders, $3.2bn27 holders, $7.6bn
Q2 202417 holders, $3.4bn21 holders, $8.1bn
Q3 202416 holders, $4.0bn26 holders, $9.6bn
Q4 202415 holders, $3.6bn28 holders, $10.3bn
Q1 202514 holders, $4.5bn31 holders, $8.7bn
Q2 202511 holders, $4.2bn30 holders, $7.3bn
Q3 202517 holders, $3.9bn28 holders, $7.0bn
Q4 202523 holders, $3.4bn26 holders, $8.2bn
Q1 202619 holders, $2.9bn31 holders, $11.5bn
Q2 202620 holders, $2.8bn31 holders, $12.6bn
VICI

Vici Pptys Inc

Holders
20
Reported value
$3.2bn
Buyers
10
Sellers
9

Breadth +1 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 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VICI (9)

Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Hudson Bay Capital Management LP, Millennium Management LLC, Renaissance Technologies LLC, Voloridge Investment Management LLC

Only EQIX (16)

Acadian Asset Management LLC, AQR Capital Management LLC, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.

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