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SBAC · 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.

SBACEQIX
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.
  • SBAC
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterSBACEQIX
Q3 202023 holders, $5.0bn19 holders, $8.2bn
Q4 202023 holders, $5.0bn21 holders, $8.2bn
Q1 202118 holders, $4.4bn19 holders, $7.5bn
Q2 202126 holders, $4.8bn17 holders, $7.9bn
Q3 202122 holders, $4.8bn15 holders, $7.0bn
Q4 202127 holders, $5.5bn18 holders, $6.0bn
Q1 202219 holders, $4.6bn18 holders, $6.0bn
Q2 202218 holders, $4.8bn23 holders, $5.7bn
Q3 202219 holders, $4.3bn20 holders, $4.8bn
Q4 202222 holders, $4.3bn15 holders, $5.1bn
Q1 202324 holders, $2.9bn17 holders, $5.3bn
Q2 202322 holders, $2.4bn20 holders, $6.5bn
Q3 202321 holders, $2.0bn16 holders, $6.2bn
Q4 202320 holders, $2.8bn19 holders, $6.6bn
Q1 202423 holders, $2.4bn27 holders, $7.6bn
Q2 202421 holders, $2.0bn21 holders, $8.1bn
Q3 202421 holders, $2.6bn26 holders, $9.6bn
Q4 202419 holders, $2.8bn28 holders, $10.3bn
Q1 202519 holders, $3.3bn31 holders, $8.7bn
Q2 202514 holders, $3.0bn30 holders, $7.3bn
Q3 202512 holders, $2.5bn28 holders, $7.0bn
Q4 202510 holders, $3.2bn26 holders, $8.2bn
Q1 202612 holders, $3.0bn31 holders, $11.5bn
Q2 202610 holders, $2.9bn31 holders, $12.6bn
SBAC

Sba Communications Corp

Holders
12
Reported value
$3.0bn
Buyers
19
Sellers
15

Breadth +4 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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SBAC (4)

Brevan Howard Capital Management LP, Dodge & Cox, Hudson Bay Capital Management LP, Tudor Investment Corp

Only EQIX (23)

AllianceBernstein LP, AQR Capital Management LLC, 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, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, 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, Verition Fund Management LLC, Wellington Management Group LLP

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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