Holders over time
- HST
- EQIX
| Quarter | HST | EQIX |
|---|---|---|
| Q3 2020 | 5 holders, $523m | 19 holders, $8.2bn |
| Q4 2020 | 5 holders, $714m | 21 holders, $8.2bn |
| Q1 2021 | 8 holders, $743m | 19 holders, $7.5bn |
| Q2 2021 | 6 holders, $982m | 17 holders, $7.9bn |
| Q3 2021 | 5 holders, $883m | 15 holders, $7.0bn |
| Q4 2021 | 6 holders, $983m | 18 holders, $6.0bn |
| Q1 2022 | 8 holders, $1.2bn | 18 holders, $6.0bn |
| Q2 2022 | 13 holders, $1.7bn | 23 holders, $5.7bn |
| Q3 2022 | 13 holders, $1.2bn | 20 holders, $4.8bn |
| Q4 2022 | 9 holders, $1.5bn | 15 holders, $5.1bn |
| Q1 2023 | 12 holders, $1.7bn | 17 holders, $5.3bn |
| Q2 2023 | 7 holders, $1.5bn | 20 holders, $6.5bn |
| Q3 2023 | 9 holders, $1.7bn | 16 holders, $6.2bn |
| Q4 2023 | 8 holders, $1.5bn | 19 holders, $6.6bn |
| Q1 2024 | 8 holders, $1.7bn | 27 holders, $7.6bn |
| Q2 2024 | 8 holders, $1.4bn | 21 holders, $8.1bn |
| Q3 2024 | 9 holders, $821m | 26 holders, $9.6bn |
| Q4 2024 | 7 holders, $492m | 28 holders, $10.3bn |
| Q1 2025 | 9 holders, $488m | 31 holders, $8.7bn |
| Q2 2025 | 6 holders, $749m | 30 holders, $7.3bn |
| Q3 2025 | 12 holders, $1.0bn | 28 holders, $7.0bn |
| Q4 2025 | 9 holders, $803m | 26 holders, $8.2bn |
| Q1 2026 | 12 holders, $942m | 31 holders, $11.5bn |
| Q2 2026 | 10 holders, $950m | 31 holders, $12.6bn |
Host Hotels & Resorts Inc
- Holders
- 10
- Reported value
- $950m
- Buyers
- 24
- Sellers
- 13
Breadth +11 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 (6)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Holocene Advisors LP, Man Group PLC, Voloridge Investment Management LLC
Only HST (4)
Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Tudor Investment Corp
Only EQIX (25)
AllianceBernstein LP, 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, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, 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.