Holders over time
- VTR
- EQIX
| Quarter | VTR | EQIX |
|---|---|---|
| Q3 2020 | 2 holders, $540m | 19 holders, $8.2bn |
| Q4 2020 | 4 holders, $1.1bn | 21 holders, $8.2bn |
| Q1 2021 | 5 holders, $1.2bn | 19 holders, $7.5bn |
| Q2 2021 | 4 holders, $1.3bn | 17 holders, $7.9bn |
| Q3 2021 | 7 holders, $1.6bn | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $1.7bn | 18 holders, $6.0bn |
| Q1 2022 | 7 holders, $2.1bn | 18 holders, $6.0bn |
| Q2 2022 | 10 holders, $1.7bn | 23 holders, $5.7bn |
| Q3 2022 | 9 holders, $1.2bn | 20 holders, $4.8bn |
| Q4 2022 | 7 holders, $1.4bn | 15 holders, $5.1bn |
| Q1 2023 | 11 holders, $1.4bn | 17 holders, $5.3bn |
| Q2 2023 | 12 holders, $1.6bn | 20 holders, $6.5bn |
| Q3 2023 | 6 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 6 holders, $1.5bn | 19 holders, $6.6bn |
| Q1 2024 | 8 holders, $1.6bn | 27 holders, $7.6bn |
| Q2 2024 | 10 holders, $2.0bn | 21 holders, $8.1bn |
| Q3 2024 | 10 holders, $2.5bn | 26 holders, $9.6bn |
| Q4 2024 | 17 holders, $2.8bn | 28 holders, $10.3bn |
| Q1 2025 | 17 holders, $3.3bn | 31 holders, $8.7bn |
| Q2 2025 | 12 holders, $3.2bn | 30 holders, $7.3bn |
| Q3 2025 | 15 holders, $4.0bn | 28 holders, $7.0bn |
| Q4 2025 | 15 holders, $5.3bn | 26 holders, $8.2bn |
| Q1 2026 | 17 holders, $5.8bn | 31 holders, $11.5bn |
| Q2 2026 | 13 holders, $5.9bn | 31 holders, $12.6bn |
Ventas Inc
- Holders
- 17
- Reported value
- $3.3bn
- Buyers
- 10
- Sellers
- 8
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 (13)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC
Only VTR (4)
Bridgewater Associates LP, Eisler Capital Management Ltd, Point72 Asset Management LP, Renaissance Technologies LLC
Only EQIX (18)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
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.