Holders over time
- KIM
- EQIX
| Quarter | KIM | EQIX |
|---|---|---|
| Q3 2020 | 2 holders, $170m | 19 holders, $8.2bn |
| Q4 2020 | 3 holders, $236m | 21 holders, $8.2bn |
| Q1 2021 | 3 holders, $433m | 19 holders, $7.5bn |
| Q2 2021 | 4 holders, $497m | 17 holders, $7.9bn |
| Q3 2021 | 3 holders, $354m | 15 holders, $7.0bn |
| Q4 2021 | 4 holders, $390m | 18 holders, $6.0bn |
| Q1 2022 | 3 holders, $801m | 18 holders, $6.0bn |
| Q2 2022 | 4 holders, $898m | 23 holders, $5.7bn |
| Q3 2022 | 4 holders, $940m | 20 holders, $4.8bn |
| Q4 2022 | 7 holders, $1.2bn | 15 holders, $5.1bn |
| Q1 2023 | 7 holders, $840m | 17 holders, $5.3bn |
| Q2 2023 | 6 holders, $803m | 20 holders, $6.5bn |
| Q3 2023 | 8 holders, $971m | 16 holders, $6.2bn |
| Q4 2023 | 8 holders, $932m | 19 holders, $6.6bn |
| Q1 2024 | 9 holders, $628m | 27 holders, $7.6bn |
| Q2 2024 | 6 holders, $289m | 21 holders, $8.1bn |
| Q3 2024 | 6 holders, $1.2bn | 26 holders, $9.6bn |
| Q4 2024 | 9 holders, $1.4bn | 28 holders, $10.3bn |
| Q1 2025 | 5 holders, $1.1bn | 31 holders, $8.7bn |
| Q2 2025 | 6 holders, $833m | 30 holders, $7.3bn |
| Q3 2025 | 8 holders, $867m | 28 holders, $7.0bn |
| Q4 2025 | 8 holders, $1.1bn | 26 holders, $8.2bn |
| Q1 2026 | 8 holders, $1.1bn | 31 holders, $11.5bn |
| Q2 2026 | 9 holders, $609m | 31 holders, $12.6bn |
Kimco Rlty Corp
- Holders
- 6
- Reported value
- $289m
- Buyers
- 3
- Sellers
- 5
Breadth -2 among 94 comparable managers.
Equinix Inc
- Holders
- 21
- Reported value
- $8.1bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 among 94 comparable managers.
Who holds both, Q2 2024
Both (5)
Capital Research Global Investors, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management
Only KIM (1)
Only EQIX (16)
AllianceBernstein LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
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.