Holders over time
- SPG
- EQIX
| Quarter | SPG | EQIX |
|---|---|---|
| Q3 2020 | 4 holders, $694m | 19 holders, $8.2bn |
| Q4 2020 | 8 holders, $1.7bn | 21 holders, $8.2bn |
| Q1 2021 | 11 holders, $2.4bn | 19 holders, $7.5bn |
| Q2 2021 | 12 holders, $2.4bn | 17 holders, $7.9bn |
| Q3 2021 | 12 holders, $2.3bn | 15 holders, $7.0bn |
| Q4 2021 | 13 holders, $3.0bn | 18 holders, $6.0bn |
| Q1 2022 | 19 holders, $2.2bn | 18 holders, $6.0bn |
| Q2 2022 | 20 holders, $2.0bn | 23 holders, $5.7bn |
| Q3 2022 | 13 holders, $1.6bn | 20 holders, $4.8bn |
| Q4 2022 | 13 holders, $1.9bn | 15 holders, $5.1bn |
| Q1 2023 | 11 holders, $1.9bn | 17 holders, $5.3bn |
| Q2 2023 | 11 holders, $2.0bn | 20 holders, $6.5bn |
| Q3 2023 | 10 holders, $1.7bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $2.1bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $2.7bn | 27 holders, $7.6bn |
| Q2 2024 | 12 holders, $2.5bn | 21 holders, $8.1bn |
| Q3 2024 | 15 holders, $2.9bn | 26 holders, $9.6bn |
| Q4 2024 | 15 holders, $3.0bn | 28 holders, $10.3bn |
| Q1 2025 | 14 holders, $3.7bn | 31 holders, $8.7bn |
| Q2 2025 | 18 holders, $3.6bn | 30 holders, $7.3bn |
| Q3 2025 | 16 holders, $5.6bn | 28 holders, $7.0bn |
| Q4 2025 | 17 holders, $5.3bn | 26 holders, $8.2bn |
| Q1 2026 | 16 holders, $6.7bn | 31 holders, $11.5bn |
| Q2 2026 | 14 holders, $8.5bn | 31 holders, $12.6bn |
Simon Ppty Group Inc New
- Holders
- 15
- Reported value
- $3.0bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 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, Brevan Howard Capital Management LP, Citadel Advisors LLC, Fidelity (FMR LLC), Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only SPG (4)
Acadian Asset Management LLC, Capital World Investors, Quantbot Technologies LP, Voloridge Investment Management LLC
Only EQIX (17)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC
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.