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LAMR · 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.

LAMREQIX
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.
  • LAMR
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterLAMREQIX
Q3 20208 holders, $742m19 holders, $8.2bn
Q4 20208 holders, $911m21 holders, $8.2bn
Q1 20217 holders, $1.5bn19 holders, $7.5bn
Q2 20218 holders, $1.8bn17 holders, $7.9bn
Q3 20218 holders, $1.9bn15 holders, $7.0bn
Q4 202110 holders, $1.9bn18 holders, $6.0bn
Q1 20228 holders, $1.7bn18 holders, $6.0bn
Q2 202210 holders, $1.1bn23 holders, $5.7bn
Q3 202210 holders, $1.0bn20 holders, $4.8bn
Q4 202210 holders, $1.3bn15 holders, $5.1bn
Q1 20236 holders, $1.3bn17 holders, $5.3bn
Q2 20238 holders, $1.4bn20 holders, $6.5bn
Q3 20239 holders, $1.2bn16 holders, $6.2bn
Q4 20239 holders, $1.6bn19 holders, $6.6bn
Q1 20249 holders, $1.7bn27 holders, $7.6bn
Q2 20249 holders, $1.8bn21 holders, $8.1bn
Q3 202411 holders, $2.1bn26 holders, $9.6bn
Q4 202410 holders, $1.7bn28 holders, $10.3bn
Q1 202517 holders, $1.6bn31 holders, $8.7bn
Q2 202513 holders, $2.0bn30 holders, $7.3bn
Q3 202512 holders, $1.6bn28 holders, $7.0bn
Q4 202514 holders, $1.5bn26 holders, $8.2bn
Q1 20269 holders, $1.2bn31 holders, $11.5bn
Q2 20269 holders, $1.5bn31 holders, $12.6bn
LAMR

Lamar Advertising Co

Holders
14
Reported value
$1.5bn
Buyers
15
Sellers
18

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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LAMR (9)

Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Markel Group Inc, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC

Only EQIX (21)

Acadian Asset Management LLC, AllianceBernstein LP, 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, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, 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.

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