Holders over time
- AMT
- EQIX
| Quarter | AMT | EQIX |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 19 holders, $8.2bn |
| Q4 2020 | 29 holders, $15.3bn | 21 holders, $8.2bn |
| Q1 2021 | 21 holders, $15.3bn | 19 holders, $7.5bn |
| Q2 2021 | 23 holders, $17.2bn | 17 holders, $7.9bn |
| Q3 2021 | 28 holders, $16.9bn | 15 holders, $7.0bn |
| Q4 2021 | 24 holders, $17.1bn | 18 holders, $6.0bn |
| Q1 2022 | 22 holders, $13.4bn | 18 holders, $6.0bn |
| Q2 2022 | 25 holders, $15.2bn | 23 holders, $5.7bn |
| Q3 2022 | 27 holders, $12.7bn | 20 holders, $4.8bn |
| Q4 2022 | 22 holders, $13.0bn | 15 holders, $5.1bn |
| Q1 2023 | 32 holders, $12.6bn | 17 holders, $5.3bn |
| Q2 2023 | 28 holders, $11.7bn | 20 holders, $6.5bn |
| Q3 2023 | 29 holders, $9.5bn | 16 holders, $6.2bn |
| Q4 2023 | 23 holders, $12.8bn | 19 holders, $6.6bn |
| Q1 2024 | 26 holders, $11.7bn | 27 holders, $7.6bn |
| Q2 2024 | 29 holders, $11.3bn | 21 holders, $8.1bn |
| Q3 2024 | 28 holders, $14.0bn | 26 holders, $9.6bn |
| Q4 2024 | 26 holders, $11.6bn | 28 holders, $10.3bn |
| Q1 2025 | 28 holders, $13.9bn | 31 holders, $8.7bn |
| Q2 2025 | 28 holders, $13.8bn | 30 holders, $7.3bn |
| Q3 2025 | 30 holders, $9.5bn | 28 holders, $7.0bn |
| Q4 2025 | 34 holders, $9.0bn | 26 holders, $8.2bn |
| Q1 2026 | 29 holders, $8.4bn | 31 holders, $11.5bn |
| Q2 2026 | 31 holders, $8.6bn | 31 holders, $12.6bn |
American Tower Corp
- Holders
- 26
- Reported value
- $11.6bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 94 comparable managers.
Equinix Inc
- Holders
- 28
- Reported value
- $10.3bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 94 comparable managers.
Who holds both, Q4 2024
Both (16)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AMT (10)
Akre Capital Management LLC, Baillie Gifford & Co, Capital World Investors, Freestone Grove Partners LP, GAMCO Investors Inc, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Viking Global Investors LP, Walleye Capital LLC
Only EQIX (12)
AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Two Sigma Advisers LP
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.