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NHI · 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.

NHIEQIX
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.
  • NHI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterNHIEQIX
Q3 2020none listed holders, n.a.19 holders, $8.2bn
Q4 20203 holders, $24m21 holders, $8.2bn
Q1 20213 holders, $22m19 holders, $7.5bn
Q2 20211 holders, $3.8m17 holders, $7.9bn
Q3 20212 holders, $3.5m15 holders, $7.0bn
Q4 20212 holders, $6.8m18 holders, $6.0bn
Q1 20223 holders, $6.4m18 holders, $6.0bn
Q2 2022none listed holders, n.a.23 holders, $5.7bn
Q3 20221 holders, $4.6m20 holders, $4.8bn
Q4 2022none listed holders, n.a.15 holders, $5.1bn
Q1 20231 holders, $11m17 holders, $5.3bn
Q2 20231 holders, $8.2m20 holders, $6.5bn
Q3 2023none listed holders, n.a.16 holders, $6.2bn
Q4 2023none listed holders, n.a.19 holders, $6.6bn
Q1 20241 holders, $986k27 holders, $7.6bn
Q2 2024none listed holders, n.a.21 holders, $8.1bn
Q3 20241 holders, $4.5m26 holders, $9.6bn
Q4 20242 holders, $40m28 holders, $10.3bn
Q1 20252 holders, $70m31 holders, $8.7bn
Q2 20252 holders, $83m30 holders, $7.3bn
Q3 20251 holders, $22m28 holders, $7.0bn
Q4 20252 holders, $38m26 holders, $8.2bn
Q1 20262 holders, $23m31 holders, $11.5bn
Q2 20261 holders, $2.3m31 holders, $12.6bn
NHI

National Health Investors Inc

Holders
1
Reported value
$2.3m
Buyers
11
Sellers
15

Breadth -4 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.

Both (0)

No tracked manager lists every one of them.

Only NHI (1)

Freestone Grove Partners LP

Only EQIX (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital 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, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, 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, and 6 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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