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OHI · 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.

OHIEQIX
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.
  • OHI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterOHIEQIX
Q3 20205 holders, $97m19 holders, $8.2bn
Q4 20204 holders, $142m21 holders, $8.2bn
Q1 202110 holders, $286m19 holders, $7.5bn
Q2 20217 holders, $202m17 holders, $7.9bn
Q3 20213 holders, $20m15 holders, $7.0bn
Q4 20214 holders, $44m18 holders, $6.0bn
Q1 20222 holders, $4.5m18 holders, $6.0bn
Q2 2022none listed holders, n.a.23 holders, $5.7bn
Q3 20224 holders, $51m20 holders, $4.8bn
Q4 20225 holders, $46m15 holders, $5.1bn
Q1 20233 holders, $35m17 holders, $5.3bn
Q2 20233 holders, $91m20 holders, $6.5bn
Q3 20234 holders, $103m16 holders, $6.2bn
Q4 20234 holders, $83m19 holders, $6.6bn
Q1 20242 holders, $90m27 holders, $7.6bn
Q2 20245 holders, $147m21 holders, $8.1bn
Q3 20242 holders, $90m26 holders, $9.6bn
Q4 20244 holders, $73m28 holders, $10.3bn
Q1 20256 holders, $151m31 holders, $8.7bn
Q2 202512 holders, $327m30 holders, $7.3bn
Q3 20258 holders, $276m28 holders, $7.0bn
Q4 20257 holders, $391m26 holders, $8.2bn
Q1 20265 holders, $187m31 holders, $11.5bn
Q2 20265 holders, $173m31 holders, $12.6bn
OHI

Omega Healthcare Investors Inc

Holders
8
Reported value
$276m
Buyers
4
Sellers
4

Breadth 0 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OHI (4)

Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only EQIX (24)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital 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, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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