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ELS · 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.

ELSEQIX
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.
  • ELS
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterELSEQIX
Q3 202016 holders, $1.4bn19 holders, $8.2bn
Q4 202014 holders, $1.3bn21 holders, $8.2bn
Q1 202116 holders, $1.7bn19 holders, $7.5bn
Q2 202114 holders, $2.2bn17 holders, $7.9bn
Q3 202112 holders, $2.5bn15 holders, $7.0bn
Q4 202115 holders, $2.9bn18 holders, $6.0bn
Q1 202213 holders, $2.3bn18 holders, $6.0bn
Q2 202213 holders, $2.2bn23 holders, $5.7bn
Q3 202211 holders, $1.7bn20 holders, $4.8bn
Q4 20229 holders, $1.9bn15 holders, $5.1bn
Q1 202310 holders, $1.7bn17 holders, $5.3bn
Q2 20238 holders, $2.0bn20 holders, $6.5bn
Q3 20239 holders, $1.8bn16 holders, $6.2bn
Q4 20238 holders, $1.9bn19 holders, $6.6bn
Q1 202413 holders, $1.4bn27 holders, $7.6bn
Q2 202415 holders, $1.2bn21 holders, $8.1bn
Q3 202411 holders, $1.1bn26 holders, $9.6bn
Q4 202412 holders, $987m28 holders, $10.3bn
Q1 202511 holders, $784m31 holders, $8.7bn
Q2 202511 holders, $738m30 holders, $7.3bn
Q3 20258 holders, $849m28 holders, $7.0bn
Q4 20256 holders, $1.4bn26 holders, $8.2bn
Q1 20267 holders, $1.6bn31 holders, $11.5bn
Q2 20266 holders, $1.5bn31 holders, $12.6bn
ELS

Equity Lifestyle Pptys Inc

Holders
6
Reported value
$1.5bn
Buyers
10
Sellers
16

Breadth -6 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ELS (1)

Freestone Grove Partners LP

Only EQIX (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, 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, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 1 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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