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SPG · 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.

SPGEQIX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • SPG
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterSPGEQIX
Q3 20204 holders, $694m19 holders, $8.2bn
Q4 20208 holders, $1.7bn21 holders, $8.2bn
Q1 202111 holders, $2.4bn19 holders, $7.5bn
Q2 202112 holders, $2.4bn17 holders, $7.9bn
Q3 202112 holders, $2.3bn15 holders, $7.0bn
Q4 202113 holders, $3.0bn18 holders, $6.0bn
Q1 202219 holders, $2.2bn18 holders, $6.0bn
Q2 202220 holders, $2.0bn23 holders, $5.7bn
Q3 202213 holders, $1.6bn20 holders, $4.8bn
Q4 202213 holders, $1.9bn15 holders, $5.1bn
Q1 202311 holders, $1.9bn17 holders, $5.3bn
Q2 202311 holders, $2.0bn20 holders, $6.5bn
Q3 202310 holders, $1.7bn16 holders, $6.2bn
Q4 20239 holders, $2.1bn19 holders, $6.6bn
Q1 202411 holders, $2.7bn27 holders, $7.6bn
Q2 202412 holders, $2.5bn21 holders, $8.1bn
Q3 202415 holders, $2.9bn26 holders, $9.6bn
Q4 202415 holders, $3.0bn28 holders, $10.3bn
Q1 202514 holders, $3.7bn31 holders, $8.7bn
Q2 202518 holders, $3.6bn30 holders, $7.3bn
Q3 202516 holders, $5.6bn28 holders, $7.0bn
Q4 202517 holders, $5.3bn26 holders, $8.2bn
Q1 202616 holders, $6.7bn31 holders, $11.5bn
Q2 202614 holders, $8.5bn31 holders, $12.6bn
SPG

Simon Ppty Group Inc New

Holders
14
Reported value
$3.7bn
Buyers
8
Sellers
6

Breadth +2 among 95 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
31
Reported value
$8.7bn
Buyers
21
Sellers
10

Breadth +11 among 95 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q1 2025

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SPG (3)

Brevan Howard Capital Management LP, Capital World Investors, Point72 Asset Management LP

Only EQIX (20)

AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Janus Henderson Group Ltd, 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, 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.

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