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ADC · 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.

ADCEQIX
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.
  • ADC
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterADCEQIX
Q3 20201 holders, $14m19 holders, $8.2bn
Q4 20202 holders, $24m21 holders, $8.2bn
Q1 20211 holders, $20m19 holders, $7.5bn
Q2 20214 holders, $47m17 holders, $7.9bn
Q3 20214 holders, $61m15 holders, $7.0bn
Q4 20212 holders, $102m18 holders, $6.0bn
Q1 20223 holders, $14m18 holders, $6.0bn
Q2 20226 holders, $118m23 holders, $5.7bn
Q3 202214 holders, $378m20 holders, $4.8bn
Q4 202211 holders, $378m15 holders, $5.1bn
Q1 202310 holders, $298m17 holders, $5.3bn
Q2 202312 holders, $287m20 holders, $6.5bn
Q3 202310 holders, $225m16 holders, $6.2bn
Q4 20236 holders, $150m19 holders, $6.6bn
Q1 20249 holders, $200m27 holders, $7.6bn
Q2 20249 holders, $228m21 holders, $8.1bn
Q3 202410 holders, $330m26 holders, $9.6bn
Q4 202414 holders, $450m28 holders, $10.3bn
Q1 202513 holders, $557m31 holders, $8.7bn
Q2 202510 holders, $606m30 holders, $7.3bn
Q3 202512 holders, $695m28 holders, $7.0bn
Q4 202511 holders, $662m26 holders, $8.2bn
Q1 20269 holders, $587m31 holders, $11.5bn
Q2 202612 holders, $717m31 holders, $12.6bn
ADC

Agree Realty Corp

Holders
12
Reported value
$717m
Buyers
14
Sellers
14

Breadth 0 among 91 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
31
Reported value
$12.6bn
Buyers
18
Sellers
21

Breadth -3 among 91 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q2 2026

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ADC (5)

Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Millennium Management LLC, Tudor Investment Corp

Only EQIX (24)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.

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