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RITM · 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.

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.
  • RITM
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterRITMEQIX
Q3 20203 holders, $55m19 holders, $8.2bn
Q4 20202 holders, $47m21 holders, $8.2bn
Q1 20211 holders, $45m19 holders, $7.5bn
Q2 20213 holders, $88m17 holders, $7.9bn
Q3 20212 holders, $26m15 holders, $7.0bn
Q4 20212 holders, $43m18 holders, $6.0bn
Q1 20221 holders, $29m18 holders, $6.0bn
Q2 20222 holders, $27m23 holders, $5.7bn
Q3 20221 holders, $21m20 holders, $4.8bn
Q4 20223 holders, $43m15 holders, $5.1bn
Q1 20233 holders, $38m17 holders, $5.3bn
Q2 20232 holders, $51m20 holders, $6.5bn
Q3 20234 holders, $81m16 holders, $6.2bn
Q4 20231 holders, $17m19 holders, $6.6bn
Q1 20241 holders, $19m27 holders, $7.6bn
Q2 20245 holders, $90m21 holders, $8.1bn
Q3 20247 holders, $186m26 holders, $9.6bn
Q4 20244 holders, $124m28 holders, $10.3bn
Q1 20253 holders, $72m31 holders, $8.7bn
Q2 20254 holders, $82m30 holders, $7.3bn
Q3 20255 holders, $121m28 holders, $7.0bn
Q4 20256 holders, $95m26 holders, $8.2bn
Q1 20267 holders, $101m31 holders, $11.5bn
Q2 20267 holders, $49m31 holders, $12.6bn
RITM

New Residential Invt Corp

Holders
4
Reported value
$124m
Buyers
2
Sellers
3

Breadth -1 among 94 comparable managers.

EQIX

Equinix Inc

Holders
28
Reported value
$10.3bn
Buyers
19
Sellers
10

Breadth +9 among 94 comparable managers.

Who holds both, Q4 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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