Holders over time
- INVH
- EQIX
| Quarter | INVH | EQIX |
|---|---|---|
| Q3 2020 | 11 holders, $1.2bn | 19 holders, $8.2bn |
| Q4 2020 | 10 holders, $1.1bn | 21 holders, $8.2bn |
| Q1 2021 | 12 holders, $1.6bn | 19 holders, $7.5bn |
| Q2 2021 | 11 holders, $1.8bn | 17 holders, $7.9bn |
| Q3 2021 | 13 holders, $1.8bn | 15 holders, $7.0bn |
| Q4 2021 | 15 holders, $2.2bn | 18 holders, $6.0bn |
| Q1 2022 | 10 holders, $1.7bn | 18 holders, $6.0bn |
| Q2 2022 | 8 holders, $1.4bn | 23 holders, $5.7bn |
| Q3 2022 | 7 holders, $1.3bn | 20 holders, $4.8bn |
| Q4 2022 | 7 holders, $996m | 15 holders, $5.1bn |
| Q1 2023 | 6 holders, $1.1bn | 17 holders, $5.3bn |
| Q2 2023 | 6 holders, $960m | 20 holders, $6.5bn |
| Q3 2023 | 6 holders, $1.1bn | 16 holders, $6.2bn |
| Q4 2023 | 7 holders, $1.1bn | 19 holders, $6.6bn |
| Q1 2024 | 7 holders, $998m | 27 holders, $7.6bn |
| Q2 2024 | 8 holders, $1.4bn | 21 holders, $8.1bn |
| Q3 2024 | 3 holders, $1.2bn | 26 holders, $9.6bn |
| Q4 2024 | 6 holders, $1.1bn | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $1.4bn | 31 holders, $8.7bn |
| Q2 2025 | 10 holders, $1.3bn | 30 holders, $7.3bn |
| Q3 2025 | 7 holders, $1.0bn | 28 holders, $7.0bn |
| Q4 2025 | 11 holders, $473m | 26 holders, $8.2bn |
| Q1 2026 | 12 holders, $954m | 31 holders, $11.5bn |
| Q2 2026 | 14 holders, $1.0bn | 31 holders, $12.6bn |
Invitation Homes Inc
- Holders
- 11
- Reported value
- $473m
- Buyers
- 25
- Sellers
- 8
Breadth +17 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 (5)
AQR Capital Management LLC, Arrowstreet Capital LP, Marshall Wace LLP, Neuberger Berman Group LLC, Verition Fund Management LLC
Only INVH (6)
Brevan Howard Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Renaissance Technologies LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only EQIX (21)
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, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, 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.