Holders over time
- EXR
- EQIX
| Quarter | EXR | EQIX |
|---|---|---|
| Q3 2020 | 8 holders, $1.2bn | 19 holders, $8.2bn |
| Q4 2020 | 6 holders, $690m | 21 holders, $8.2bn |
| Q1 2021 | 7 holders, $1.3bn | 19 holders, $7.5bn |
| Q2 2021 | 7 holders, $1.6bn | 17 holders, $7.9bn |
| Q3 2021 | 14 holders, $1.6bn | 15 holders, $7.0bn |
| Q4 2021 | 9 holders, $2.2bn | 18 holders, $6.0bn |
| Q1 2022 | 11 holders, $2.0bn | 18 holders, $6.0bn |
| Q2 2022 | 14 holders, $1.9bn | 23 holders, $5.7bn |
| Q3 2022 | 10 holders, $3.3bn | 20 holders, $4.8bn |
| Q4 2022 | 12 holders, $3.6bn | 15 holders, $5.1bn |
| Q1 2023 | 13 holders, $3.7bn | 17 holders, $5.3bn |
| Q2 2023 | 17 holders, $4.1bn | 20 holders, $6.5bn |
| Q3 2023 | 13 holders, $4.3bn | 16 holders, $6.2bn |
| Q4 2023 | 15 holders, $5.6bn | 19 holders, $6.6bn |
| Q1 2024 | 14 holders, $4.6bn | 27 holders, $7.6bn |
| Q2 2024 | 12 holders, $5.4bn | 21 holders, $8.1bn |
| Q3 2024 | 12 holders, $5.8bn | 26 holders, $9.6bn |
| Q4 2024 | 10 holders, $4.5bn | 28 holders, $10.3bn |
| Q1 2025 | 20 holders, $3.2bn | 31 holders, $8.7bn |
| Q2 2025 | 16 holders, $3.0bn | 30 holders, $7.3bn |
| Q3 2025 | 10 holders, $2.6bn | 28 holders, $7.0bn |
| Q4 2025 | 8 holders, $2.4bn | 26 holders, $8.2bn |
| Q1 2026 | 10 holders, $3.7bn | 31 holders, $11.5bn |
| Q2 2026 | 17 holders, $4.5bn | 31 holders, $12.6bn |
Extra Space Storage Inc
- Holders
- 17
- Reported value
- $4.5bn
- Buyers
- 24
- Sellers
- 8
Breadth +16 among 91 comparable managers.
Equinix Inc
- Holders
- 31
- Reported value
- $12.6bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 91 comparable managers.
Who holds both, Q2 2026
Both (11)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, MFS Investment Management, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Woodline Partners LP
Only EXR (6)
Capital World Investors, Citadel Advisors LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Tudor Investment Corp
Only EQIX (20)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital 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.