Holders over time
- UDR
- EQIX
| Quarter | UDR | EQIX |
|---|---|---|
| Q3 2020 | 14 holders, $967m | 19 holders, $8.2bn |
| Q4 2020 | 10 holders, $1.1bn | 21 holders, $8.2bn |
| Q1 2021 | 12 holders, $1.4bn | 19 holders, $7.5bn |
| Q2 2021 | 5 holders, $1.3bn | 17 holders, $7.9bn |
| Q3 2021 | 5 holders, $1.7bn | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $2.0bn | 18 holders, $6.0bn |
| Q1 2022 | 12 holders, $1.9bn | 18 holders, $6.0bn |
| Q2 2022 | 11 holders, $1.5bn | 23 holders, $5.7bn |
| Q3 2022 | 11 holders, $1.2bn | 20 holders, $4.8bn |
| Q4 2022 | 9 holders, $1.1bn | 15 holders, $5.1bn |
| Q1 2023 | 6 holders, $1.2bn | 17 holders, $5.3bn |
| Q2 2023 | 9 holders, $1.6bn | 20 holders, $6.5bn |
| Q3 2023 | 9 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $1.1bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $1.3bn | 27 holders, $7.6bn |
| Q2 2024 | 11 holders, $857m | 21 holders, $8.1bn |
| Q3 2024 | 12 holders, $1.6bn | 26 holders, $9.6bn |
| Q4 2024 | 9 holders, $1.9bn | 28 holders, $10.3bn |
| Q1 2025 | 13 holders, $2.2bn | 31 holders, $8.7bn |
| Q2 2025 | 10 holders, $2.1bn | 30 holders, $7.3bn |
| Q3 2025 | 11 holders, $2.0bn | 28 holders, $7.0bn |
| Q4 2025 | 9 holders, $1.9bn | 26 holders, $8.2bn |
| Q1 2026 | 10 holders, $1.8bn | 31 holders, $11.5bn |
| Q2 2026 | 8 holders, $2.0bn | 31 holders, $12.6bn |
Udr Inc
- Holders
- 13
- Reported value
- $2.2bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 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 (9)
Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only UDR (4)
Eisler Capital Management Ltd, Holocene Advisors LP, Renaissance Technologies LLC, Woodline Partners LP
Only EQIX (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.