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NTST · 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.

NTSTEQIX
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.
  • NTST
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterNTSTEQIX
Q3 20201 holders, $45m19 holders, $8.2bn
Q4 20201 holders, $52m21 holders, $8.2bn
Q1 20211 holders, $34m19 holders, $7.5bn
Q2 20212 holders, $48m17 holders, $7.9bn
Q3 20212 holders, $20m15 holders, $7.0bn
Q4 20212 holders, $20m18 holders, $6.0bn
Q1 20222 holders, $12m18 holders, $6.0bn
Q2 20221 holders, $7.1m23 holders, $5.7bn
Q3 20222 holders, $34m20 holders, $4.8bn
Q4 20223 holders, $38m15 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, $6.1m16 holders, $6.2bn
Q4 2023none listed holders, n.a.19 holders, $6.6bn
Q1 20242 holders, $1.7m27 holders, $7.6bn
Q2 20243 holders, $38m21 holders, $8.1bn
Q3 20249 holders, $141m26 holders, $9.6bn
Q4 20245 holders, $81m28 holders, $10.3bn
Q1 20254 holders, $39m31 holders, $8.7bn
Q2 20256 holders, $134m30 holders, $7.3bn
Q3 20254 holders, $163m28 holders, $7.0bn
Q4 20255 holders, $163m26 holders, $8.2bn
Q1 20267 holders, $193m31 holders, $11.5bn
Q2 20264 holders, $105m31 holders, $12.6bn
NTST

Netstreit Corp

Holders
9
Reported value
$141m
Buyers
9
Sellers
0

Breadth +9 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 NTST (3)

Hudson Bay Capital Management LP, Quantbot Technologies LP, Two Sigma Investments LP

Only EQIX (20)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, 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.

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