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AMH · 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.

AMHEQIX
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.
  • AMH
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterAMHEQIX
Q3 20208 holders, $583m19 holders, $8.2bn
Q4 20206 holders, $137m21 holders, $8.2bn
Q1 20216 holders, $222m19 holders, $7.5bn
Q2 20216 holders, $304m17 holders, $7.9bn
Q3 20219 holders, $448m15 holders, $7.0bn
Q4 202115 holders, $670m18 holders, $6.0bn
Q1 20229 holders, $459m18 holders, $6.0bn
Q2 20226 holders, $470m23 holders, $5.7bn
Q3 20228 holders, $404m20 holders, $4.8bn
Q4 20227 holders, $331m15 holders, $5.1bn
Q1 20237 holders, $472m17 holders, $5.3bn
Q2 202310 holders, $599m20 holders, $6.5bn
Q3 202311 holders, $720m16 holders, $6.2bn
Q4 202317 holders, $907m19 holders, $6.6bn
Q1 20249 holders, $549m27 holders, $7.6bn
Q2 20247 holders, $515m21 holders, $8.1bn
Q3 20249 holders, $631m26 holders, $9.6bn
Q4 20248 holders, $768m28 holders, $10.3bn
Q1 20257 holders, $613m31 holders, $8.7bn
Q2 20259 holders, $588m30 holders, $7.3bn
Q3 202510 holders, $512m28 holders, $7.0bn
Q4 202510 holders, $634m26 holders, $8.2bn
Q1 202613 holders, $458m31 holders, $11.5bn
Q2 20268 holders, $744m31 holders, $12.6bn
AMH

American Homes 4 Rent

Holders
10
Reported value
$634m
Buyers
12
Sellers
15

Breadth -3 among 92 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
26
Reported value
$8.2bn
Buyers
18
Sellers
18

Breadth 0 among 92 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q4 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 AMH (4)

Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Voloridge Investment Management LLC

Only EQIX (20)

Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Elliott Investment Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, 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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