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SUI · 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.

SUIEQIX
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.
  • SUI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterSUIEQIX
Q3 202012 holders, $2.0bn19 holders, $8.2bn
Q4 202010 holders, $1.2bn21 holders, $8.2bn
Q1 202113 holders, $1.5bn19 holders, $7.5bn
Q2 202110 holders, $1.5bn17 holders, $7.9bn
Q3 202116 holders, $1.6bn15 holders, $7.0bn
Q4 202119 holders, $2.5bn18 holders, $6.0bn
Q1 202213 holders, $1.9bn18 holders, $6.0bn
Q2 202212 holders, $1.7bn23 holders, $5.7bn
Q3 202215 holders, $1.6bn20 holders, $4.8bn
Q4 202212 holders, $1.7bn15 holders, $5.1bn
Q1 202315 holders, $1.9bn17 holders, $5.3bn
Q2 202312 holders, $1.3bn20 holders, $6.5bn
Q3 202311 holders, $844m16 holders, $6.2bn
Q4 202315 holders, $1.2bn19 holders, $6.6bn
Q1 202410 holders, $2.1bn27 holders, $7.6bn
Q2 202412 holders, $2.1bn21 holders, $8.1bn
Q3 202411 holders, $2.7bn26 holders, $9.6bn
Q4 202412 holders, $3.4bn28 holders, $10.3bn
Q1 20259 holders, $4.0bn31 holders, $8.7bn
Q2 20258 holders, $3.9bn30 holders, $7.3bn
Q3 20258 holders, $4.1bn28 holders, $7.0bn
Q4 20259 holders, $3.9bn26 holders, $8.2bn
Q1 202610 holders, $4.0bn31 holders, $11.5bn
Q2 20269 holders, $2.8bn31 holders, $12.6bn
SUI

Sun Communities Inc

Holders
12
Reported value
$2.1bn
Buyers
8
Sellers
3

Breadth +5 among 94 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
21
Reported value
$8.1bn
Buyers
13
Sellers
11

Breadth +2 among 94 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q2 2024

Among the 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SUI (6)

Baillie Gifford & Co, Brevan Howard Capital Management LP, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Verition Fund Management LLC

Only EQIX (15)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Quantbot Technologies LP, Squarepoint Ops LLC, 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.

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