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PLD · 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.

PLDEQIX
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.
  • PLD
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterPLDEQIX
Q3 202015 holders, $8.1bn19 holders, $8.2bn
Q4 202020 holders, $7.5bn21 holders, $8.2bn
Q1 202124 holders, $8.0bn19 holders, $7.5bn
Q2 202121 holders, $9.0bn17 holders, $7.9bn
Q3 202121 holders, $10.0bn15 holders, $7.0bn
Q4 202119 holders, $13.4bn18 holders, $6.0bn
Q1 202218 holders, $12.3bn18 holders, $6.0bn
Q2 202227 holders, $9.0bn23 holders, $5.7bn
Q3 202228 holders, $8.1bn20 holders, $4.8bn
Q4 202226 holders, $9.4bn15 holders, $5.1bn
Q1 202324 holders, $10.1bn17 holders, $5.3bn
Q2 202322 holders, $9.3bn20 holders, $6.5bn
Q3 202321 holders, $8.4bn16 holders, $6.2bn
Q4 202317 holders, $11.0bn19 holders, $6.6bn
Q1 202419 holders, $10.8bn27 holders, $7.6bn
Q2 202417 holders, $9.2bn21 holders, $8.1bn
Q3 202416 holders, $10.5bn26 holders, $9.6bn
Q4 202415 holders, $9.1bn28 holders, $10.3bn
Q1 202515 holders, $10.3bn31 holders, $8.7bn
Q2 202517 holders, $9.4bn30 holders, $7.3bn
Q3 202520 holders, $9.8bn28 holders, $7.0bn
Q4 202518 holders, $10.6bn26 holders, $8.2bn
Q1 202620 holders, $10.9bn31 holders, $11.5bn
Q2 202623 holders, $11.1bn31 holders, $12.6bn
PLD

Prologis Inc.

Holders
18
Reported value
$10.6bn
Buyers
12
Sellers
19

Breadth -7 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PLD (5)

Baillie Gifford & Co, Brevan Howard Capital Management LP, GAMCO Investors Inc, Moore Capital Management LP, Steadfast Capital Management LP

Only EQIX (13)

Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Elliott Investment Management LP, First Eagle Investment Management LLC, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC

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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