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NNN · 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.

NNNEQIX
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.
  • NNN
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterNNNEQIX
Q3 20204 holders, $540m19 holders, $8.2bn
Q4 20203 holders, $491m21 holders, $8.2bn
Q1 20214 holders, $555m19 holders, $7.5bn
Q2 20216 holders, $750m17 holders, $7.9bn
Q3 20215 holders, $587m15 holders, $7.0bn
Q4 20215 holders, $699m18 holders, $6.0bn
Q1 20225 holders, $695m18 holders, $6.0bn
Q2 20225 holders, $714m23 holders, $5.7bn
Q3 20227 holders, $632m20 holders, $4.8bn
Q4 20226 holders, $716m15 holders, $5.1bn
Q1 20238 holders, $728m17 holders, $5.3bn
Q2 20237 holders, $675m20 holders, $6.5bn
Q3 20236 holders, $250m16 holders, $6.2bn
Q4 20237 holders, $701m19 holders, $6.6bn
Q1 20244 holders, $273m27 holders, $7.6bn
Q2 20246 holders, $337m21 holders, $8.1bn
Q3 20248 holders, $979m26 holders, $9.6bn
Q4 20246 holders, $906m28 holders, $10.3bn
Q1 20259 holders, $1.1bn31 holders, $8.7bn
Q2 202511 holders, $1.2bn30 holders, $7.3bn
Q3 20257 holders, $1.3bn28 holders, $7.0bn
Q4 20258 holders, $1.2bn26 holders, $8.2bn
Q1 20268 holders, $1.3bn31 holders, $11.5bn
Q2 202610 holders, $788m31 holders, $12.6bn
NNN

National Retail Properties Inc

Holders
11
Reported value
$1.2bn
Buyers
9
Sellers
3

Breadth +6 among 95 comparable managers.

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

Only NNN (4)

Eisler Capital Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only EQIX (23)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, 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.

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