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CUBE · 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.

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.
  • CUBE
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterCUBEEQIX
Q3 20206 holders, $1.2bn19 holders, $8.2bn
Q4 20207 holders, $1.1bn21 holders, $8.2bn
Q1 20217 holders, $1.2bn19 holders, $7.5bn
Q2 20218 holders, $1.6bn17 holders, $7.9bn
Q3 202111 holders, $1.7bn15 holders, $7.0bn
Q4 202119 holders, $2.4bn18 holders, $6.0bn
Q1 202217 holders, $2.2bn18 holders, $6.0bn
Q2 202212 holders, $2.1bn23 holders, $5.7bn
Q3 202213 holders, $1.9bn20 holders, $4.8bn
Q4 202210 holders, $1.8bn15 holders, $5.1bn
Q1 202313 holders, $2.0bn17 holders, $5.3bn
Q2 202313 holders, $1.6bn20 holders, $6.5bn
Q3 20239 holders, $1.2bn16 holders, $6.2bn
Q4 202310 holders, $1.5bn19 holders, $6.6bn
Q1 202411 holders, $1.5bn27 holders, $7.6bn
Q2 202411 holders, $1.4bn21 holders, $8.1bn
Q3 202411 holders, $1.7bn26 holders, $9.6bn
Q4 20248 holders, $1.2bn28 holders, $10.3bn
Q1 202511 holders, $1.1bn31 holders, $8.7bn
Q2 202510 holders, $606m30 holders, $7.3bn
Q3 20256 holders, $533m28 holders, $7.0bn
Q4 202513 holders, $684m26 holders, $8.2bn
Q1 202611 holders, $686m31 holders, $11.5bn
Q2 202610 holders, $933m31 holders, $12.6bn
CUBE

Cubesmart

Holders
10
Reported value
$606m
Buyers
6
Sellers
7

Breadth -1 among 95 comparable managers.

EQIX

Equinix Inc

Holders
30
Reported value
$7.3bn
Buyers
16
Sellers
16

Breadth 0 among 95 comparable managers.

Who holds both, Q2 2025

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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