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SMA · 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.

SMAEQIX
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.
  • SMA
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterSMAEQIX
Q3 2020none listed holders, n.a.19 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 2021none listed holders, n.a.18 holders, $6.0bn
Q1 2022none listed holders, n.a.18 holders, $6.0bn
Q2 2022none listed holders, n.a.23 holders, $5.7bn
Q3 2022none listed holders, n.a.20 holders, $4.8bn
Q4 2022none listed holders, n.a.15 holders, $5.1bn
Q1 2023none listed holders, n.a.17 holders, $5.3bn
Q2 2023none listed holders, n.a.20 holders, $6.5bn
Q3 2023none listed holders, n.a.16 holders, $6.2bn
Q4 2023none listed holders, n.a.19 holders, $6.6bn
Q1 2024none listed holders, n.a.27 holders, $7.6bn
Q2 2024none listed holders, n.a.21 holders, $8.1bn
Q3 2024none listed holders, n.a.26 holders, $9.6bn
Q4 2024none listed holders, n.a.28 holders, $10.3bn
Q1 2025none listed holders, n.a.31 holders, $8.7bn
Q2 20257 holders, $239m30 holders, $7.3bn
Q3 20254 holders, $242m28 holders, $7.0bn
Q4 20255 holders, $215m26 holders, $8.2bn
Q1 20263 holders, $189m31 holders, $11.5bn
Q2 2026none listed holders, n.a.31 holders, $12.6bn
SMA

Smartstop Self Storag REIT I

Holders
4
Reported value
$242m
Buyers
3
Sellers
2

Breadth +1 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 SMA (2)

Freestone Grove Partners LP, Maverick Capital Ltd

Only EQIX (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, 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, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 1 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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