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DRH · 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.

DRHEQIX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • DRH
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterDRHEQIX
Q3 20201 holders, $1.4m19 holders, $8.2bn
Q4 2020none listed holders, n.a.21 holders, $8.2bn
Q1 2021none listed holders, n.a.19 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.9bn
Q3 2021none listed holders, n.a.15 holders, $7.0bn
Q4 20211 holders, $18m18 holders, $6.0bn
Q1 20221 holders, $33m18 holders, $6.0bn
Q2 20221 holders, $26m23 holders, $5.7bn
Q3 20222 holders, $39m20 holders, $4.8bn
Q4 2022none listed holders, n.a.15 holders, $5.1bn
Q1 2023none listed holders, n.a.17 holders, $5.3bn
Q2 20232 holders, $18m20 holders, $6.5bn
Q3 20232 holders, $4.5m16 holders, $6.2bn
Q4 20231 holders, $4.6m19 holders, $6.6bn
Q1 20242 holders, $35m27 holders, $7.6bn
Q2 20241 holders, $3.6m21 holders, $8.1bn
Q3 20241 holders, $12m26 holders, $9.6bn
Q4 20243 holders, $15m28 holders, $10.3bn
Q1 2025none listed holders, n.a.31 holders, $8.7bn
Q2 2025none listed holders, n.a.30 holders, $7.3bn
Q3 20252 holders, $11m28 holders, $7.0bn
Q4 2025none listed holders, n.a.26 holders, $8.2bn
Q1 2026none listed holders, n.a.31 holders, $11.5bn
Q2 20261 holders, $5.2m31 holders, $12.6bn
DRH

Diamondrock Hospitality Co

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
30
Reported value
$7.3bn
Buyers
16
Sellers
16

Breadth 0 among 95 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q2 2025

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only DRH (0)

None.

Only EQIX (30)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, and 5 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.

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