Holders over time
- SUI
- EQIX
| Quarter | SUI | EQIX |
|---|---|---|
| Q3 2020 | 12 holders, $2.0bn | 19 holders, $8.2bn |
| Q4 2020 | 10 holders, $1.2bn | 21 holders, $8.2bn |
| Q1 2021 | 13 holders, $1.5bn | 19 holders, $7.5bn |
| Q2 2021 | 10 holders, $1.5bn | 17 holders, $7.9bn |
| Q3 2021 | 16 holders, $1.6bn | 15 holders, $7.0bn |
| Q4 2021 | 19 holders, $2.5bn | 18 holders, $6.0bn |
| Q1 2022 | 13 holders, $1.9bn | 18 holders, $6.0bn |
| Q2 2022 | 12 holders, $1.7bn | 23 holders, $5.7bn |
| Q3 2022 | 15 holders, $1.6bn | 20 holders, $4.8bn |
| Q4 2022 | 12 holders, $1.7bn | 15 holders, $5.1bn |
| Q1 2023 | 15 holders, $1.9bn | 17 holders, $5.3bn |
| Q2 2023 | 12 holders, $1.3bn | 20 holders, $6.5bn |
| Q3 2023 | 11 holders, $844m | 16 holders, $6.2bn |
| Q4 2023 | 15 holders, $1.2bn | 19 holders, $6.6bn |
| Q1 2024 | 10 holders, $2.1bn | 27 holders, $7.6bn |
| Q2 2024 | 12 holders, $2.1bn | 21 holders, $8.1bn |
| Q3 2024 | 11 holders, $2.7bn | 26 holders, $9.6bn |
| Q4 2024 | 12 holders, $3.4bn | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $4.0bn | 31 holders, $8.7bn |
| Q2 2025 | 8 holders, $3.9bn | 30 holders, $7.3bn |
| Q3 2025 | 8 holders, $4.1bn | 28 holders, $7.0bn |
| Q4 2025 | 9 holders, $3.9bn | 26 holders, $8.2bn |
| Q1 2026 | 10 holders, $4.0bn | 31 holders, $11.5bn |
| Q2 2026 | 9 holders, $2.8bn | 31 holders, $12.6bn |
Sun Communities Inc
- Holders
- 9
- Reported value
- $3.9bn
- Buyers
- 18
- Sellers
- 13
Breadth +5 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)
Balyasny Asset Management LLC, Fidelity (FMR LLC), Millennium Management LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only SUI (4)
Baillie Gifford & Co, Dodge & Cox, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP
Only EQIX (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Elliott Investment Management LP, First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, 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.