Holders over time
- WELL
- EQIX
| Quarter | WELL | EQIX |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 19 holders, $8.2bn |
| Q4 2020 | 8 holders, $2.3bn | 21 holders, $8.2bn |
| Q1 2021 | 6 holders, $2.8bn | 19 holders, $7.5bn |
| Q2 2021 | 7 holders, $3.8bn | 17 holders, $7.9bn |
| Q3 2021 | 8 holders, $4.0bn | 15 holders, $7.0bn |
| Q4 2021 | 11 holders, $3.9bn | 18 holders, $6.0bn |
| Q1 2022 | 12 holders, $5.3bn | 18 holders, $6.0bn |
| Q2 2022 | 15 holders, $5.0bn | 23 holders, $5.7bn |
| Q3 2022 | 14 holders, $4.0bn | 20 holders, $4.8bn |
| Q4 2022 | 12 holders, $3.6bn | 15 holders, $5.1bn |
| Q1 2023 | 9 holders, $4.1bn | 17 holders, $5.3bn |
| Q2 2023 | 8 holders, $4.7bn | 20 holders, $6.5bn |
| Q3 2023 | 9 holders, $5.0bn | 16 holders, $6.2bn |
| Q4 2023 | 12 holders, $4.3bn | 19 holders, $6.6bn |
| Q1 2024 | 15 holders, $4.6bn | 27 holders, $7.6bn |
| Q2 2024 | 16 holders, $5.0bn | 21 holders, $8.1bn |
| Q3 2024 | 18 holders, $7.1bn | 26 holders, $9.6bn |
| Q4 2024 | 16 holders, $7.0bn | 28 holders, $10.3bn |
| Q1 2025 | 21 holders, $9.6bn | 31 holders, $8.7bn |
| Q2 2025 | 25 holders, $10.4bn | 30 holders, $7.3bn |
| Q3 2025 | 22 holders, $13.2bn | 28 holders, $7.0bn |
| Q4 2025 | 19 holders, $14.8bn | 26 holders, $8.2bn |
| Q1 2026 | 22 holders, $18.2bn | 31 holders, $11.5bn |
| Q2 2026 | 21 holders, $21.3bn | 31 holders, $12.6bn |
Welltower Inc
- Holders
- 19
- Reported value
- $14.8bn
- Buyers
- 16
- Sellers
- 18
Breadth -2 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 (11)
Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only WELL (8)
Artisan Partners LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Renaissance Technologies LLC, Squarepoint Ops LLC
Only EQIX (15)
AQR Capital Management LLC, 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, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers 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.