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MMI · 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.

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.
  • MMI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterMMIEQIX
Q3 2020none listed holders, n.a.19 holders, $8.2bn
Q4 2020none listed holders, n.a.21 holders, $8.2bn
Q1 20211 holders, $984k19 holders, $7.5bn
Q2 20211 holders, $884k17 holders, $7.9bn
Q3 20211 holders, $941k15 holders, $7.0bn
Q4 20211 holders, $1.2m18 holders, $6.0bn
Q1 20221 holders, $1.1m18 holders, $6.0bn
Q2 20221 holders, $337k23 holders, $5.7bn
Q3 20221 holders, $258k20 holders, $4.8bn
Q4 2022none listed holders, n.a.15 holders, $5.1bn
Q1 2023none listed holders, n.a.17 holders, $5.3bn
Q2 2023none listed holders, n.a.20 holders, $6.5bn
Q3 20231 holders, $394k16 holders, $6.2bn
Q4 20231 holders, $531k19 holders, $6.6bn
Q1 20242 holders, $1.8m27 holders, $7.6bn
Q2 20241 holders, $916k21 holders, $8.1bn
Q3 20241 holders, $1.2m26 holders, $9.6bn
Q4 20241 holders, $1.1m28 holders, $10.3bn
Q1 20251 holders, $1.1m31 holders, $8.7bn
Q2 20251 holders, $945k30 holders, $7.3bn
Q3 20252 holders, $1.7m28 holders, $7.0bn
Q4 20252 holders, $1.8m26 holders, $8.2bn
Q1 20261 holders, $1.2m31 holders, $11.5bn
Q2 20261 holders, $2.5m31 holders, $12.6bn
MMI

Marcus & Millichap Inc

Holders
1
Reported value
$1.2m
Buyers
1
Sellers
0

Breadth +1 among 94 comparable managers.

EQIX

Equinix Inc

Holders
26
Reported value
$9.6bn
Buyers
15
Sellers
12

Breadth +3 among 94 comparable managers.

Who holds both, Q3 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.

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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