Holders over time
- UDR
- EQIX
| Quarter | UDR | EQIX |
|---|---|---|
| Q3 2020 | 14 holders, $967m | 19 holders, $8.2bn |
| Q4 2020 | 10 holders, $1.1bn | 21 holders, $8.2bn |
| Q1 2021 | 12 holders, $1.4bn | 19 holders, $7.5bn |
| Q2 2021 | 5 holders, $1.3bn | 17 holders, $7.9bn |
| Q3 2021 | 5 holders, $1.7bn | 15 holders, $7.0bn |
| Q4 2021 | 7 holders, $2.0bn | 18 holders, $6.0bn |
| Q1 2022 | 12 holders, $1.9bn | 18 holders, $6.0bn |
| Q2 2022 | 11 holders, $1.5bn | 23 holders, $5.7bn |
| Q3 2022 | 11 holders, $1.2bn | 20 holders, $4.8bn |
| Q4 2022 | 9 holders, $1.1bn | 15 holders, $5.1bn |
| Q1 2023 | 6 holders, $1.2bn | 17 holders, $5.3bn |
| Q2 2023 | 9 holders, $1.6bn | 20 holders, $6.5bn |
| Q3 2023 | 9 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $1.1bn | 19 holders, $6.6bn |
| Q1 2024 | 11 holders, $1.3bn | 27 holders, $7.6bn |
| Q2 2024 | 11 holders, $857m | 21 holders, $8.1bn |
| Q3 2024 | 12 holders, $1.6bn | 26 holders, $9.6bn |
| Q4 2024 | 9 holders, $1.9bn | 28 holders, $10.3bn |
| Q1 2025 | 13 holders, $2.2bn | 31 holders, $8.7bn |
| Q2 2025 | 10 holders, $2.1bn | 30 holders, $7.3bn |
| Q3 2025 | 11 holders, $2.0bn | 28 holders, $7.0bn |
| Q4 2025 | 9 holders, $1.9bn | 26 holders, $8.2bn |
| Q1 2026 | 10 holders, $1.8bn | 31 holders, $11.5bn |
| Q2 2026 | 8 holders, $2.0bn | 31 holders, $12.6bn |
Udr Inc
- Holders
- 8
- Reported value
- $2.0bn
- Buyers
- 18
- Sellers
- 14
Breadth +4 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)
Balyasny Asset Management LLC, Capital Research Global Investors, Invesco Ltd, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Woodline Partners LP
Only UDR (2)
Only EQIX (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC
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.