Holders over time
- VMRK
- EQIX
| Quarter | VMRK | EQIX |
|---|---|---|
| Q3 2020 | 15 holders, $1.8bn | 19 holders, $8.2bn |
| Q4 2020 | 6 holders, $1.6bn | 21 holders, $8.2bn |
| Q1 2021 | 7 holders, $2.3bn | 19 holders, $7.5bn |
| Q2 2021 | 11 holders, $2.5bn | 17 holders, $7.9bn |
| Q3 2021 | 12 holders, $2.9bn | 15 holders, $7.0bn |
| Q4 2021 | 14 holders, $3.1bn | 18 holders, $6.0bn |
| Q1 2022 | 15 holders, $3.0bn | 18 holders, $6.0bn |
| Q2 2022 | 17 holders, $2.5bn | 23 holders, $5.7bn |
| Q3 2022 | 14 holders, $2.2bn | 20 holders, $4.8bn |
| Q4 2022 | 16 holders, $2.1bn | 15 holders, $5.1bn |
| Q1 2023 | 15 holders, $2.3bn | 17 holders, $5.3bn |
| Q2 2023 | 16 holders, $2.5bn | 20 holders, $6.5bn |
| Q3 2023 | 13 holders, $2.1bn | 16 holders, $6.2bn |
| Q4 2023 | 16 holders, $2.7bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $2.7bn | 27 holders, $7.6bn |
| Q2 2024 | 7 holders, $2.6bn | 21 holders, $8.1bn |
| Q3 2024 | 11 holders, $3.3bn | 26 holders, $9.6bn |
| Q4 2024 | 7 holders, $3.2bn | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $3.2bn | 31 holders, $8.7bn |
| Q2 2025 | 9 holders, $3.1bn | 30 holders, $7.3bn |
| Q3 2025 | 12 holders, $3.0bn | 28 holders, $7.0bn |
| Q4 2025 | 9 holders, $1.9bn | 26 holders, $8.2bn |
| Q1 2026 | 8 holders, $1.9bn | 31 holders, $11.5bn |
| Q2 2026 | 9 holders, $2.5bn | 31 holders, $12.6bn |
Equity Residential
- Holders
- 9
- Reported value
- $3.2bn
- Buyers
- 7
- Sellers
- 2
Breadth +5 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 (5)
Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only VMRK (4)
Baillie Gifford & Co, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP
Only EQIX (26)
Acadian Asset Management LLC, AllianceBernstein LP, 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, Freestone Grove Partners LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 1 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.