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FCPT · 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.

FCPTEQIX
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.
  • FCPT
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterFCPTEQIX
Q3 2020none listed holders, n.a.19 holders, $8.2bn
Q4 2020none listed holders, n.a.21 holders, $8.2bn
Q1 20211 holders, $287k19 holders, $7.5bn
Q2 20211 holders, $419k17 holders, $7.9bn
Q3 2021none listed holders, n.a.15 holders, $7.0bn
Q4 2021none listed holders, n.a.18 holders, $6.0bn
Q1 20221 holders, $5.2m18 holders, $6.0bn
Q2 20221 holders, $3.3m23 holders, $5.7bn
Q3 20221 holders, $4.0m20 holders, $4.8bn
Q4 20221 holders, $5.4m15 holders, $5.1bn
Q1 20233 holders, $28m17 holders, $5.3bn
Q2 20232 holders, $7.3m20 holders, $6.5bn
Q3 20232 holders, $5.3m16 holders, $6.2bn
Q4 20231 holders, $11m19 holders, $6.6bn
Q1 2024none listed holders, n.a.27 holders, $7.6bn
Q2 2024none listed holders, n.a.21 holders, $8.1bn
Q3 20242 holders, $46m26 holders, $9.6bn
Q4 20241 holders, $44m28 holders, $10.3bn
Q1 20258 holders, $191m31 holders, $8.7bn
Q2 20257 holders, $197m30 holders, $7.3bn
Q3 20254 holders, $87m28 holders, $7.0bn
Q4 20251 holders, $35m26 holders, $8.2bn
Q1 20263 holders, $103m31 holders, $11.5bn
Q2 20264 holders, $124m31 holders, $12.6bn
FCPT

Four Corners Property Trust Inc

Holders
3
Reported value
$103m
Buyers
13
Sellers
12

Breadth +1 among 91 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
31
Reported value
$11.5bn
Buyers
20
Sellers
15

Breadth +5 among 91 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q1 2026

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FCPT (1)

Voloridge Investment Management LLC

Only EQIX (29)

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, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, 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, T. Rowe Price Associates Inc, and 4 more

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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