Holders over time
- BRX
- EQIX
| Quarter | BRX | EQIX |
|---|---|---|
| Q3 2020 | 3 holders, $153m | 19 holders, $8.2bn |
| Q4 2020 | 4 holders, $445m | 21 holders, $8.2bn |
| Q1 2021 | 7 holders, $465m | 19 holders, $7.5bn |
| Q2 2021 | 8 holders, $614m | 17 holders, $7.9bn |
| Q3 2021 | 8 holders, $686m | 15 holders, $7.0bn |
| Q4 2021 | 8 holders, $919m | 18 holders, $6.0bn |
| Q1 2022 | 10 holders, $1.2bn | 18 holders, $6.0bn |
| Q2 2022 | 12 holders, $1.0bn | 23 holders, $5.7bn |
| Q3 2022 | 12 holders, $917m | 20 holders, $4.8bn |
| Q4 2022 | 10 holders, $1.1bn | 15 holders, $5.1bn |
| Q1 2023 | 12 holders, $991m | 17 holders, $5.3bn |
| Q2 2023 | 11 holders, $836m | 20 holders, $6.5bn |
| Q3 2023 | 11 holders, $822m | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $934m | 19 holders, $6.6bn |
| Q1 2024 | 8 holders, $786m | 27 holders, $7.6bn |
| Q2 2024 | 7 holders, $576m | 21 holders, $8.1bn |
| Q3 2024 | 10 holders, $696m | 26 holders, $9.6bn |
| Q4 2024 | 10 holders, $607m | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $496m | 31 holders, $8.7bn |
| Q2 2025 | 8 holders, $554m | 30 holders, $7.3bn |
| Q3 2025 | 10 holders, $658m | 28 holders, $7.0bn |
| Q4 2025 | 11 holders, $439m | 26 holders, $8.2bn |
| Q1 2026 | 12 holders, $537m | 31 holders, $11.5bn |
| Q2 2026 | 13 holders, $657m | 31 holders, $12.6bn |
Brixmor Property Group Inc
- Holders
- 11
- Reported value
- $439m
- Buyers
- 20
- Sellers
- 10
Breadth +10 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 (6)
Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Woodline Partners LP
Only BRX (5)
Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP
Only EQIX (20)
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, Elliott Investment Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
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.