Holders over time
- CCI
- EQIX
| Quarter | CCI | EQIX |
|---|---|---|
| Q3 2020 | 16 holders, $11.6bn | 19 holders, $8.2bn |
| Q4 2020 | 21 holders, $10.7bn | 21 holders, $8.2bn |
| Q1 2021 | 14 holders, $10.7bn | 19 holders, $7.5bn |
| Q2 2021 | 15 holders, $11.7bn | 17 holders, $7.9bn |
| Q3 2021 | 21 holders, $9.9bn | 15 holders, $7.0bn |
| Q4 2021 | 15 holders, $11.3bn | 18 holders, $6.0bn |
| Q1 2022 | 23 holders, $9.8bn | 18 holders, $6.0bn |
| Q2 2022 | 22 holders, $9.1bn | 23 holders, $5.7bn |
| Q3 2022 | 22 holders, $7.6bn | 20 holders, $4.8bn |
| Q4 2022 | 24 holders, $6.9bn | 15 holders, $5.1bn |
| Q1 2023 | 19 holders, $6.3bn | 17 holders, $5.3bn |
| Q2 2023 | 20 holders, $6.0bn | 20 holders, $6.5bn |
| Q3 2023 | 19 holders, $5.2bn | 16 holders, $6.2bn |
| Q4 2023 | 22 holders, $5.9bn | 19 holders, $6.6bn |
| Q1 2024 | 18 holders, $5.1bn | 27 holders, $7.6bn |
| Q2 2024 | 14 holders, $4.9bn | 21 holders, $8.1bn |
| Q3 2024 | 11 holders, $6.2bn | 26 holders, $9.6bn |
| Q4 2024 | 11 holders, $4.0bn | 28 holders, $10.3bn |
| Q1 2025 | 15 holders, $5.2bn | 31 holders, $8.7bn |
| Q2 2025 | 16 holders, $4.8bn | 30 holders, $7.3bn |
| Q3 2025 | 18 holders, $4.1bn | 28 holders, $7.0bn |
| Q4 2025 | 11 holders, $2.9bn | 26 holders, $8.2bn |
| Q1 2026 | 15 holders, $2.9bn | 31 holders, $11.5bn |
| Q2 2026 | 15 holders, $2.2bn | 31 holders, $12.6bn |
Crown Castle Intl Corp
- Holders
- 15
- Reported value
- $2.9bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 among 91 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $11.5bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Balyasny Asset Management LLC, Elliott Investment Management LP, Holocene Advisors LP, Invesco Ltd, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only CCI (7)
Capital World Investors, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Man Group PLC, Quantbot Technologies LP, Renaissance Technologies LLC, Winton Group Ltd
Only EQIX (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital 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.