Holders over time
- ESS
- EQIX
| Quarter | ESS | EQIX |
|---|---|---|
| Q3 2020 | 10 holders, $617m | 19 holders, $8.2bn |
| Q4 2020 | 5 holders, $115m | 21 holders, $8.2bn |
| Q1 2021 | 4 holders, $154m | 19 holders, $7.5bn |
| Q2 2021 | 3 holders, $185m | 17 holders, $7.9bn |
| Q3 2021 | 5 holders, $518m | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $571m | 18 holders, $6.0bn |
| Q1 2022 | 9 holders, $1.1bn | 18 holders, $6.0bn |
| Q2 2022 | 15 holders, $871m | 23 holders, $5.7bn |
| Q3 2022 | 13 holders, $1.3bn | 20 holders, $4.8bn |
| Q4 2022 | 11 holders, $755m | 15 holders, $5.1bn |
| Q1 2023 | 7 holders, $1.1bn | 17 holders, $5.3bn |
| Q2 2023 | 5 holders, $1.2bn | 20 holders, $6.5bn |
| Q3 2023 | 6 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 7 holders, $1.3bn | 19 holders, $6.6bn |
| Q1 2024 | 5 holders, $755m | 27 holders, $7.6bn |
| Q2 2024 | 5 holders, $1.1bn | 21 holders, $8.1bn |
| Q3 2024 | 5 holders, $1.2bn | 26 holders, $9.6bn |
| Q4 2024 | 11 holders, $1.5bn | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $1.6bn | 31 holders, $8.7bn |
| Q2 2025 | 4 holders, $1.5bn | 30 holders, $7.3bn |
| Q3 2025 | 3 holders, $1.3bn | 28 holders, $7.0bn |
| Q4 2025 | 3 holders, $1.1bn | 26 holders, $8.2bn |
| Q1 2026 | 4 holders, $1.1bn | 31 holders, $11.5bn |
| Q2 2026 | 2 holders, $1.2bn | 31 holders, $12.6bn |
Essex Property Trust Inc
- Holders
- 11
- Reported value
- $1.5bn
- Buyers
- 8
- Sellers
- 3
Breadth +5 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 (9)
Citadel Advisors LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Marshall Wace LLP, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
Only EQIX (19)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, 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.