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EPR · 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.

EPREQIX
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.
  • EPR
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterEPREQIX
Q3 20203 holders, $112m19 holders, $8.2bn
Q4 20205 holders, $266m21 holders, $8.2bn
Q1 20214 holders, $396m19 holders, $7.5bn
Q2 20213 holders, $416m17 holders, $7.9bn
Q3 20213 holders, $399m15 holders, $7.0bn
Q4 20213 holders, $372m18 holders, $6.0bn
Q1 20225 holders, $381m18 holders, $6.0bn
Q2 20223 holders, $275m23 holders, $5.7bn
Q3 20222 holders, $227m20 holders, $4.8bn
Q4 20222 holders, $232m15 holders, $5.1bn
Q1 20232 holders, $214m17 holders, $5.3bn
Q2 20233 holders, $282m20 holders, $6.5bn
Q3 20233 holders, $236m16 holders, $6.2bn
Q4 20235 holders, $304m19 holders, $6.6bn
Q1 20246 holders, $90m27 holders, $7.6bn
Q2 20244 holders, $98m21 holders, $8.1bn
Q3 20245 holders, $149m26 holders, $9.6bn
Q4 20244 holders, $107m28 holders, $10.3bn
Q1 20253 holders, $151m31 holders, $8.7bn
Q2 20253 holders, $183m30 holders, $7.3bn
Q3 20256 holders, $194m28 holders, $7.0bn
Q4 20254 holders, $79m26 holders, $8.2bn
Q1 20263 holders, $67m31 holders, $11.5bn
Q2 20261 holders, $4.2m31 holders, $12.6bn
EPR

Epr Pptys

Holders
5
Reported value
$149m
Buyers
4
Sellers
1

Breadth +3 among 94 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
26
Reported value
$9.6bn
Buyers
15
Sellers
12

Breadth +3 among 94 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q3 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 EPR (3)

Caxton Associates LLP, Discovery Capital Management LLC, Renaissance Technologies LLC

Only EQIX (24)

AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.

Back to the 13F Explorer →