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VNO · 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.

VNOEQIX
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.
  • VNO
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterVNOEQIX
Q3 20202 holders, $335m19 holders, $8.2bn
Q4 20205 holders, $434m21 holders, $8.2bn
Q1 20213 holders, $71m19 holders, $7.5bn
Q2 20213 holders, $57m17 holders, $7.9bn
Q3 20211 holders, $37m15 holders, $7.0bn
Q4 20212 holders, $20m18 holders, $6.0bn
Q1 20221 holders, $34m18 holders, $6.0bn
Q2 2022none listed holders, n.a.23 holders, $5.7bn
Q3 20224 holders, $311m20 holders, $4.8bn
Q4 20223 holders, $324m15 holders, $5.1bn
Q1 20232 holders, $6.8m17 holders, $5.3bn
Q2 20231 holders, $24m20 holders, $6.5bn
Q3 20235 holders, $162m16 holders, $6.2bn
Q4 20235 holders, $203m19 holders, $6.6bn
Q1 20243 holders, $201m27 holders, $7.6bn
Q2 20245 holders, $228m21 holders, $8.1bn
Q3 20244 holders, $375m26 holders, $9.6bn
Q4 20244 holders, $425m28 holders, $10.3bn
Q1 20255 holders, $353m31 holders, $8.7bn
Q2 20253 holders, $389m30 holders, $7.3bn
Q3 20253 holders, $403m28 holders, $7.0bn
Q4 20254 holders, $387m26 holders, $8.2bn
Q1 20264 holders, $275m31 holders, $11.5bn
Q2 20264 holders, $594m31 holders, $12.6bn
VNO

Vornado Realty Trust

Holders
4
Reported value
$387m
Buyers
16
Sellers
12

Breadth +4 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 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VNO (1)

Hudson Bay Capital Management LP

Only EQIX (23)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP

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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