Holders over time
- CBRE
- EQIX
| Quarter | CBRE | EQIX |
|---|---|---|
| Q3 2020 | 10 holders, $3.0bn | 19 holders, $8.2bn |
| Q4 2020 | 12 holders, $4.4bn | 21 holders, $8.2bn |
| Q1 2021 | 11 holders, $5.6bn | 19 holders, $7.5bn |
| Q2 2021 | 16 holders, $6.1bn | 17 holders, $7.9bn |
| Q3 2021 | 15 holders, $6.9bn | 15 holders, $7.0bn |
| Q4 2021 | 19 holders, $7.7bn | 18 holders, $6.0bn |
| Q1 2022 | 20 holders, $6.3bn | 18 holders, $6.0bn |
| Q2 2022 | 18 holders, $4.5bn | 23 holders, $5.7bn |
| Q3 2022 | 18 holders, $3.9bn | 20 holders, $4.8bn |
| Q4 2022 | 13 holders, $4.4bn | 15 holders, $5.1bn |
| Q1 2023 | 18 holders, $4.3bn | 17 holders, $5.3bn |
| Q2 2023 | 15 holders, $5.1bn | 20 holders, $6.5bn |
| Q3 2023 | 16 holders, $4.4bn | 16 holders, $6.2bn |
| Q4 2023 | 18 holders, $5.9bn | 19 holders, $6.6bn |
| Q1 2024 | 19 holders, $5.7bn | 27 holders, $7.6bn |
| Q2 2024 | 19 holders, $4.4bn | 21 holders, $8.1bn |
| Q3 2024 | 20 holders, $6.2bn | 26 holders, $9.6bn |
| Q4 2024 | 19 holders, $5.8bn | 28 holders, $10.3bn |
| Q1 2025 | 21 holders, $5.9bn | 31 holders, $8.7bn |
| Q2 2025 | 23 holders, $5.9bn | 30 holders, $7.3bn |
| Q3 2025 | 22 holders, $6.8bn | 28 holders, $7.0bn |
| Q4 2025 | 19 holders, $6.7bn | 26 holders, $8.2bn |
| Q1 2026 | 22 holders, $5.3bn | 31 holders, $11.5bn |
| Q2 2026 | 28 holders, $6.2bn | 31 holders, $12.6bn |
Cbre Group Inc
- Holders
- 23
- Reported value
- $5.9bn
- Buyers
- 9
- Sellers
- 14
Breadth -5 among 95 comparable managers.
Equinix Inc
- Holders
- 30
- Reported value
- $7.3bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, T. Rowe Price Associates Inc
Only CBRE (6)
Baillie Gifford & Co, Eisler Capital Management Ltd, Farallon Capital Management LLC, Harris Associates LP, Quantbot Technologies LP, ValueAct Holdings LP
Only EQIX (13)
Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.