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
- 15
- Reported value
- $5.2bn
- Buyers
- 11
- Sellers
- 3
Breadth +8 among 95 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $8.7bn
- Buyers
- 21
- Sellers
- 10
Breadth +11 among 95 comparable managers.
Who holds both, Q1 2025
Both (12)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only EQIX (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., First Eagle Investment Management LLC, Freestone Grove Partners LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment 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.