Holders over time
- GLPI
- EQIX
| Quarter | GLPI | EQIX |
|---|---|---|
| Q3 2020 | 11 holders, $1.6bn | 19 holders, $8.2bn |
| Q4 2020 | 9 holders, $1.5bn | 21 holders, $8.2bn |
| Q1 2021 | 6 holders, $1.5bn | 19 holders, $7.5bn |
| Q2 2021 | 5 holders, $1.6bn | 17 holders, $7.9bn |
| Q3 2021 | 7 holders, $2.0bn | 15 holders, $7.0bn |
| Q4 2021 | 11 holders, $2.3bn | 18 holders, $6.0bn |
| Q1 2022 | 9 holders, $2.0bn | 18 holders, $6.0bn |
| Q2 2022 | 14 holders, $2.2bn | 23 holders, $5.7bn |
| Q3 2022 | 11 holders, $1.9bn | 20 holders, $4.8bn |
| Q4 2022 | 14 holders, $2.1bn | 15 holders, $5.1bn |
| Q1 2023 | 10 holders, $1.6bn | 17 holders, $5.3bn |
| Q2 2023 | 7 holders, $1.5bn | 20 holders, $6.5bn |
| Q3 2023 | 5 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 11 holders, $1.3bn | 19 holders, $6.6bn |
| Q1 2024 | 9 holders, $1.2bn | 27 holders, $7.6bn |
| Q2 2024 | 8 holders, $1.2bn | 21 holders, $8.1bn |
| Q3 2024 | 11 holders, $1.7bn | 26 holders, $9.6bn |
| Q4 2024 | 8 holders, $1.6bn | 28 holders, $10.3bn |
| Q1 2025 | 10 holders, $1.8bn | 31 holders, $8.7bn |
| Q2 2025 | 12 holders, $1.9bn | 30 holders, $7.3bn |
| Q3 2025 | 14 holders, $1.8bn | 28 holders, $7.0bn |
| Q4 2025 | 13 holders, $1.8bn | 26 holders, $8.2bn |
| Q1 2026 | 13 holders, $1.7bn | 31 holders, $11.5bn |
| Q2 2026 | 12 holders, $1.8bn | 31 holders, $12.6bn |
Gaming & Leisure Pptys Inc
- Holders
- 13
- Reported value
- $1.8bn
- Buyers
- 18
- Sellers
- 14
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 (6)
Balyasny Asset Management LLC, Citadel Advisors LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only GLPI (7)
Caxton Associates LLP, Dodge & Cox, Freestone Grove Partners LP, Holocene Advisors LP, Renaissance Technologies LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only EQIX (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Elliott Investment Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management 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.