Holders over time
- UDR
- EQIX
| Quarter | UDR | EQIX |
|---|---|---|
| Q3 2020 | 14 holders, $967m | 19 holders, $8.2bn |
| Q4 2020 | 10 holders, $1.1bn | 21 holders, $8.2bn |
| Q1 2021 | 12 holders, $1.4bn | 19 holders, $7.5bn |
| Q2 2021 | 5 holders, $1.3bn | 17 holders, $7.9bn |
| Q3 2021 | 5 holders, $1.7bn | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $2.0bn | 18 holders, $6.0bn |
| Q1 2022 | 12 holders, $1.9bn | 18 holders, $6.0bn |
| Q2 2022 | 11 holders, $1.5bn | 23 holders, $5.7bn |
| Q3 2022 | 11 holders, $1.2bn | 20 holders, $4.8bn |
| Q4 2022 | 9 holders, $1.1bn | 15 holders, $5.1bn |
| Q1 2023 | 6 holders, $1.2bn | 17 holders, $5.3bn |
| Q2 2023 | 9 holders, $1.6bn | 20 holders, $6.5bn |
| Q3 2023 | 9 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $1.1bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $1.3bn | 27 holders, $7.6bn |
| Q2 2024 | 11 holders, $857m | 21 holders, $8.1bn |
| Q3 2024 | 12 holders, $1.6bn | 26 holders, $9.6bn |
| Q4 2024 | 9 holders, $1.9bn | 28 holders, $10.3bn |
| Q1 2025 | 13 holders, $2.2bn | 31 holders, $8.7bn |
| Q2 2025 | 10 holders, $2.1bn | 30 holders, $7.3bn |
| Q3 2025 | 11 holders, $2.0bn | 28 holders, $7.0bn |
| Q4 2025 | 9 holders, $1.9bn | 26 holders, $8.2bn |
| Q1 2026 | 10 holders, $1.8bn | 31 holders, $11.5bn |
| Q2 2026 | 8 holders, $2.0bn | 31 holders, $12.6bn |
Udr Inc
- Holders
- 11
- Reported value
- $2.0bn
- Buyers
- 7
- Sellers
- 4
Breadth +3 among 95 comparable managers.
Equinix Inc
- Holders
- 28
- Reported value
- $7.0bn
- Buyers
- 17
- Sellers
- 12
Breadth +5 among 95 comparable managers.
Who holds both, Q3 2025
Both (6)
Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Wellington Management Group LLP
Only UDR (5)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Renaissance Technologies LLC
Only EQIX (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Elliott Investment Management LP, First Eagle Investment Management LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, 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, 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.