Holders over time
- IRT
- EQIX
| Quarter | IRT | EQIX |
|---|---|---|
| Q3 2020 | 3 holders, $129m | 19 holders, $8.2bn |
| Q4 2020 | 2 holders, $134m | 21 holders, $8.2bn |
| Q1 2021 | 2 holders, $120m | 19 holders, $7.5bn |
| Q2 2021 | 2 holders, $140m | 17 holders, $7.9bn |
| Q3 2021 | 3 holders, $201m | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $652m | 18 holders, $6.0bn |
| Q1 2022 | 6 holders, $474m | 18 holders, $6.0bn |
| Q2 2022 | 4 holders, $335m | 23 holders, $5.7bn |
| Q3 2022 | 2 holders, $113m | 20 holders, $4.8bn |
| Q4 2022 | 1 holders, $78m | 15 holders, $5.1bn |
| Q1 2023 | 1 holders, $4.3m | 17 holders, $5.3bn |
| Q2 2023 | 2 holders, $11m | 20 holders, $6.5bn |
| Q3 2023 | none listed holders, n.a. | 16 holders, $6.2bn |
| Q4 2023 | 4 holders, $24m | 19 holders, $6.6bn |
| Q1 2024 | 3 holders, $19m | 27 holders, $7.6bn |
| Q2 2024 | 2 holders, $358m | 21 holders, $8.1bn |
| Q3 2024 | 4 holders, $514m | 26 holders, $9.6bn |
| Q4 2024 | 5 holders, $551m | 28 holders, $10.3bn |
| Q1 2025 | 6 holders, $642m | 31 holders, $8.7bn |
| Q2 2025 | 3 holders, $449m | 30 holders, $7.3bn |
| Q3 2025 | 5 holders, $256m | 28 holders, $7.0bn |
| Q4 2025 | 5 holders, $293m | 26 holders, $8.2bn |
| Q1 2026 | 5 holders, $251m | 31 holders, $11.5bn |
| Q2 2026 | 5 holders, $226m | 31 holders, $12.6bn |
Independence Realty Trust Inc
- Holders
- 6
- Reported value
- $642m
- Buyers
- 4
- Sellers
- 2
Breadth +2 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 (4)
AllianceBernstein LP, MFS Investment Management, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only IRT (2)
Only EQIX (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, and 2 more
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.