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VMRK · 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.

VMRKEQIX
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.
  • VMRK
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterVMRKEQIX
Q3 202015 holders, $1.8bn19 holders, $8.2bn
Q4 20206 holders, $1.6bn21 holders, $8.2bn
Q1 20217 holders, $2.3bn19 holders, $7.5bn
Q2 202111 holders, $2.5bn17 holders, $7.9bn
Q3 202112 holders, $2.9bn15 holders, $7.0bn
Q4 202114 holders, $3.1bn18 holders, $6.0bn
Q1 202215 holders, $3.0bn18 holders, $6.0bn
Q2 202217 holders, $2.5bn23 holders, $5.7bn
Q3 202214 holders, $2.2bn20 holders, $4.8bn
Q4 202216 holders, $2.1bn15 holders, $5.1bn
Q1 202315 holders, $2.3bn17 holders, $5.3bn
Q2 202316 holders, $2.5bn20 holders, $6.5bn
Q3 202313 holders, $2.1bn16 holders, $6.2bn
Q4 202316 holders, $2.7bn19 holders, $6.6bn
Q1 202411 holders, $2.7bn27 holders, $7.6bn
Q2 20247 holders, $2.6bn21 holders, $8.1bn
Q3 202411 holders, $3.3bn26 holders, $9.6bn
Q4 20247 holders, $3.2bn28 holders, $10.3bn
Q1 20259 holders, $3.2bn31 holders, $8.7bn
Q2 20259 holders, $3.1bn30 holders, $7.3bn
Q3 202512 holders, $3.0bn28 holders, $7.0bn
Q4 20259 holders, $1.9bn26 holders, $8.2bn
Q1 20268 holders, $1.9bn31 holders, $11.5bn
Q2 20269 holders, $2.5bn31 holders, $12.6bn
VMRK

Equity Residential

Holders
8
Reported value
$1.9bn
Buyers
12
Sellers
19

Breadth -7 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 VMRK (4)

Baillie Gifford & Co, Hudson Bay Capital Management LP, Renaissance Technologies LLC, Soros Fund Management LLC

Only EQIX (27)

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), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, and 2 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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