Holders over time
- AMT
- EQIX
| Quarter | AMT | EQIX |
|---|---|---|
| Q3 2020 | 34 holders, $18.1bn | 19 holders, $8.2bn |
| Q4 2020 | 29 holders, $15.3bn | 21 holders, $8.2bn |
| Q1 2021 | 21 holders, $15.3bn | 19 holders, $7.5bn |
| Q2 2021 | 23 holders, $17.2bn | 17 holders, $7.9bn |
| Q3 2021 | 28 holders, $16.9bn | 15 holders, $7.0bn |
| Q4 2021 | 24 holders, $17.1bn | 18 holders, $6.0bn |
| Q1 2022 | 22 holders, $13.4bn | 18 holders, $6.0bn |
| Q2 2022 | 25 holders, $15.2bn | 23 holders, $5.7bn |
| Q3 2022 | 27 holders, $12.7bn | 20 holders, $4.8bn |
| Q4 2022 | 22 holders, $13.0bn | 15 holders, $5.1bn |
| Q1 2023 | 32 holders, $12.6bn | 17 holders, $5.3bn |
| Q2 2023 | 28 holders, $11.7bn | 20 holders, $6.5bn |
| Q3 2023 | 29 holders, $9.5bn | 16 holders, $6.2bn |
| Q4 2023 | 23 holders, $12.8bn | 19 holders, $6.6bn |
| Q1 2024 | 26 holders, $11.7bn | 27 holders, $7.6bn |
| Q2 2024 | 29 holders, $11.3bn | 21 holders, $8.1bn |
| Q3 2024 | 28 holders, $14.0bn | 26 holders, $9.6bn |
| Q4 2024 | 26 holders, $11.6bn | 28 holders, $10.3bn |
| Q1 2025 | 28 holders, $13.9bn | 31 holders, $8.7bn |
| Q2 2025 | 28 holders, $13.8bn | 30 holders, $7.3bn |
| Q3 2025 | 30 holders, $9.5bn | 28 holders, $7.0bn |
| Q4 2025 | 34 holders, $9.0bn | 26 holders, $8.2bn |
| Q1 2026 | 29 holders, $8.4bn | 31 holders, $11.5bn |
| Q2 2026 | 31 holders, $8.6bn | 31 holders, $12.6bn |
American Tower Corp
- Holders
- 34
- Reported value
- $9.0bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 92 comparable managers.
Equinix Inc
- Holders
- 26
- Reported value
- $8.2bn
- Buyers
- 18
- Sellers
- 18
Breadth 0 among 92 comparable managers.
Who holds both, Q4 2025
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only AMT (13)
Akre Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.