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
- 16
- Reported value
- $4.9bn
- Buyers
- 11
- Sellers
- 5
Breadth +6 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 (10)
AllianceBernstein LP, Artisan Partners LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only PSA (6)
Capital World Investors, Eisler Capital Management Ltd, Holocene Advisors LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC
Only EQIX (21)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital 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, First Eagle Investment Management LLC, Freestone Grove Partners LP, Man Group PLC, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, 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.