Holders over time
- CCI
- EQIX
| Quarter | CCI | EQIX |
|---|---|---|
| Q3 2020 | 16 holders, $11.6bn | 19 holders, $8.2bn |
| Q4 2020 | 21 holders, $10.7bn | 21 holders, $8.2bn |
| Q1 2021 | 14 holders, $10.7bn | 19 holders, $7.5bn |
| Q2 2021 | 15 holders, $11.7bn | 17 holders, $7.9bn |
| Q3 2021 | 21 holders, $9.9bn | 15 holders, $7.0bn |
| Q4 2021 | 15 holders, $11.3bn | 18 holders, $6.0bn |
| Q1 2022 | 23 holders, $9.8bn | 18 holders, $6.0bn |
| Q2 2022 | 22 holders, $9.1bn | 23 holders, $5.7bn |
| Q3 2022 | 22 holders, $7.6bn | 20 holders, $4.8bn |
| Q4 2022 | 24 holders, $6.9bn | 15 holders, $5.1bn |
| Q1 2023 | 19 holders, $6.3bn | 17 holders, $5.3bn |
| Q2 2023 | 20 holders, $6.0bn | 20 holders, $6.5bn |
| Q3 2023 | 19 holders, $5.2bn | 16 holders, $6.2bn |
| Q4 2023 | 22 holders, $5.9bn | 19 holders, $6.6bn |
| Q1 2024 | 18 holders, $5.1bn | 27 holders, $7.6bn |
| Q2 2024 | 14 holders, $4.9bn | 21 holders, $8.1bn |
| Q3 2024 | 11 holders, $6.2bn | 26 holders, $9.6bn |
| Q4 2024 | 11 holders, $4.0bn | 28 holders, $10.3bn |
| Q1 2025 | 15 holders, $5.2bn | 31 holders, $8.7bn |
| Q2 2025 | 16 holders, $4.8bn | 30 holders, $7.3bn |
| Q3 2025 | 18 holders, $4.1bn | 28 holders, $7.0bn |
| Q4 2025 | 11 holders, $2.9bn | 26 holders, $8.2bn |
| Q1 2026 | 15 holders, $2.9bn | 31 holders, $11.5bn |
| Q2 2026 | 15 holders, $2.2bn | 31 holders, $12.6bn |
Crown Castle Intl Corp
- Holders
- 11
- Reported value
- $4.0bn
- Buyers
- 5
- Sellers
- 3
Breadth +2 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 (7)
Arrowstreet Capital LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Neuberger Berman Group LLC, Tudor Investment Corp, Wellington Management Group LLP
Only CCI (4)
Capital World Investors, Elliott Investment Management LP, Freestone Grove Partners LP, Moore Capital Management LP
Only EQIX (21)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Woodline Partners 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.