Holders over time
- INVH
- EQIX
| Quarter | INVH | EQIX |
|---|---|---|
| Q3 2020 | 11 holders, $1.2bn | 19 holders, $8.2bn |
| Q4 2020 | 10 holders, $1.1bn | 21 holders, $8.2bn |
| Q1 2021 | 12 holders, $1.6bn | 19 holders, $7.5bn |
| Q2 2021 | 11 holders, $1.8bn | 17 holders, $7.9bn |
| Q3 2021 | 13 holders, $1.8bn | 15 holders, $7.0bn |
| Q4 2021 | 15 holders, $2.2bn | 18 holders, $6.0bn |
| Q1 2022 | 10 holders, $1.7bn | 18 holders, $6.0bn |
| Q2 2022 | 8 holders, $1.4bn | 23 holders, $5.7bn |
| Q3 2022 | 7 holders, $1.3bn | 20 holders, $4.8bn |
| Q4 2022 | 7 holders, $996m | 15 holders, $5.1bn |
| Q1 2023 | 6 holders, $1.1bn | 17 holders, $5.3bn |
| Q2 2023 | 6 holders, $960m | 20 holders, $6.5bn |
| Q3 2023 | 6 holders, $1.1bn | 16 holders, $6.2bn |
| Q4 2023 | 7 holders, $1.1bn | 19 holders, $6.6bn |
| Q1 2024 | 7 holders, $998m | 27 holders, $7.6bn |
| Q2 2024 | 8 holders, $1.4bn | 21 holders, $8.1bn |
| Q3 2024 | 3 holders, $1.2bn | 26 holders, $9.6bn |
| Q4 2024 | 6 holders, $1.1bn | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $1.4bn | 31 holders, $8.7bn |
| Q2 2025 | 10 holders, $1.3bn | 30 holders, $7.3bn |
| Q3 2025 | 7 holders, $1.0bn | 28 holders, $7.0bn |
| Q4 2025 | 11 holders, $473m | 26 holders, $8.2bn |
| Q1 2026 | 12 holders, $954m | 31 holders, $11.5bn |
| Q2 2026 | 14 holders, $1.0bn | 31 holders, $12.6bn |
Invitation Homes Inc
- Holders
- 12
- Reported value
- $954m
- Buyers
- 17
- Sellers
- 16
Breadth +1 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 (7)
Balyasny Asset Management LLC, Citadel Advisors LLC, Holocene Advisors LP, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Verition Fund Management LLC
Only INVH (5)
Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Quantbot Technologies LP, Voloridge Investment Management LLC, Winton Group Ltd
Only EQIX (24)
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, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, 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.