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GLPI · 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.

GLPIEQIX
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.
  • GLPI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterGLPIEQIX
Q3 202011 holders, $1.6bn19 holders, $8.2bn
Q4 20209 holders, $1.5bn21 holders, $8.2bn
Q1 20216 holders, $1.5bn19 holders, $7.5bn
Q2 20215 holders, $1.6bn17 holders, $7.9bn
Q3 20217 holders, $2.0bn15 holders, $7.0bn
Q4 202111 holders, $2.3bn18 holders, $6.0bn
Q1 20229 holders, $2.0bn18 holders, $6.0bn
Q2 202214 holders, $2.2bn23 holders, $5.7bn
Q3 202211 holders, $1.9bn20 holders, $4.8bn
Q4 202214 holders, $2.1bn15 holders, $5.1bn
Q1 202310 holders, $1.6bn17 holders, $5.3bn
Q2 20237 holders, $1.5bn20 holders, $6.5bn
Q3 20235 holders, $1.2bn16 holders, $6.2bn
Q4 202311 holders, $1.3bn19 holders, $6.6bn
Q1 20249 holders, $1.2bn27 holders, $7.6bn
Q2 20248 holders, $1.2bn21 holders, $8.1bn
Q3 202411 holders, $1.7bn26 holders, $9.6bn
Q4 20248 holders, $1.6bn28 holders, $10.3bn
Q1 202510 holders, $1.8bn31 holders, $8.7bn
Q2 202512 holders, $1.9bn30 holders, $7.3bn
Q3 202514 holders, $1.8bn28 holders, $7.0bn
Q4 202513 holders, $1.8bn26 holders, $8.2bn
Q1 202613 holders, $1.7bn31 holders, $11.5bn
Q2 202612 holders, $1.8bn31 holders, $12.6bn
GLPI

Gaming & Leisure Pptys Inc

Holders
13
Reported value
$1.7bn
Buyers
13
Sellers
19

Breadth -6 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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GLPI (7)

Caxton Associates LLP, Dodge & Cox, Hudson Bay Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC, Winton Group Ltd

Only EQIX (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital 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.

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