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ARE · 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.

AREEQIX
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.
  • ARE
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterAREEQIX
Q3 202016 holders, $2.8bn19 holders, $8.2bn
Q4 202010 holders, $2.5bn21 holders, $8.2bn
Q1 202113 holders, $2.0bn19 holders, $7.5bn
Q2 202115 holders, $2.9bn17 holders, $7.9bn
Q3 202113 holders, $3.5bn15 holders, $7.0bn
Q4 202113 holders, $3.8bn18 holders, $6.0bn
Q1 202216 holders, $2.6bn18 holders, $6.0bn
Q2 202215 holders, $1.4bn23 holders, $5.7bn
Q3 202211 holders, $1.2bn20 holders, $4.8bn
Q4 20228 holders, $910m15 holders, $5.1bn
Q1 202310 holders, $782m17 holders, $5.3bn
Q2 20239 holders, $573m20 holders, $6.5bn
Q3 20238 holders, $498m16 holders, $6.2bn
Q4 20234 holders, $690m19 holders, $6.6bn
Q1 20246 holders, $800m27 holders, $7.6bn
Q2 20248 holders, $786m21 holders, $8.1bn
Q3 20248 holders, $742m26 holders, $9.6bn
Q4 202410 holders, $505m28 holders, $10.3bn
Q1 20258 holders, $804m31 holders, $8.7bn
Q2 20258 holders, $534m30 holders, $7.3bn
Q3 20257 holders, $922m28 holders, $7.0bn
Q4 20255 holders, $295m26 holders, $8.2bn
Q1 20266 holders, $341m31 holders, $11.5bn
Q2 20266 holders, $861m31 holders, $12.6bn
ARE

Alexandria Real Estate Equities Inc

Holders
7
Reported value
$922m
Buyers
4
Sellers
2

Breadth +2 among 95 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
28
Reported value
$7.0bn
Buyers
17
Sellers
12

Breadth +5 among 95 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q3 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.

Only ARE (2)

Brevan Howard Capital Management LP, Capital World Investors

Only EQIX (23)

Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Elliott Investment Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital 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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