Holders over time
- PSA
- EQIX
| Quarter | PSA | EQIX |
|---|---|---|
| Q3 2020 | 15 holders, $3.4bn | 19 holders, $8.2bn |
| Q4 2020 | 22 holders, $3.5bn | 21 holders, $8.2bn |
| Q1 2021 | 17 holders, $3.4bn | 19 holders, $7.5bn |
| Q2 2021 | 18 holders, $4.1bn | 17 holders, $7.9bn |
| Q3 2021 | 20 holders, $3.9bn | 15 holders, $7.0bn |
| Q4 2021 | 21 holders, $4.4bn | 18 holders, $6.0bn |
| Q1 2022 | 24 holders, $4.6bn | 18 holders, $6.0bn |
| Q2 2022 | 26 holders, $4.3bn | 23 holders, $5.7bn |
| Q3 2022 | 27 holders, $4.0bn | 20 holders, $4.8bn |
| Q4 2022 | 22 holders, $3.9bn | 15 holders, $5.1bn |
| Q1 2023 | 19 holders, $4.3bn | 17 holders, $5.3bn |
| Q2 2023 | 17 holders, $4.6bn | 20 holders, $6.5bn |
| Q3 2023 | 14 holders, $4.3bn | 16 holders, $6.2bn |
| Q4 2023 | 17 holders, $5.6bn | 19 holders, $6.6bn |
| Q1 2024 | 18 holders, $5.3bn | 27 holders, $7.6bn |
| Q2 2024 | 20 holders, $5.7bn | 21 holders, $8.1bn |
| Q3 2024 | 20 holders, $7.4bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $5.7bn | 28 holders, $10.3bn |
| Q1 2025 | 16 holders, $4.9bn | 31 holders, $8.7bn |
| Q2 2025 | 17 holders, $5.0bn | 30 holders, $7.3bn |
| Q3 2025 | 17 holders, $4.5bn | 28 holders, $7.0bn |
| Q4 2025 | 12 holders, $3.0bn | 26 holders, $8.2bn |
| Q1 2026 | 11 holders, $4.1bn | 31 holders, $11.5bn |
| Q2 2026 | 10 holders, $4.6bn | 31 holders, $12.6bn |
Public Storage
- Holders
- 15
- Reported value
- $5.7bn
- Buyers
- 8
- Sellers
- 10
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 (11)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only PSA (4)
Capital World Investors, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC
Only EQIX (17)
Arrowstreet Capital 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, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, 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.