Gillson Capital’s Equinix EQIX Stock Holding History

Gillson Capital’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.7M	Sell	14,960 -28,160	-65%	-$25M	1.2%	29
2025 Q4	$33M	Buy	+43,120	New	+$33.8M	2.16%	13
2025 Q2	–	Sell	-20,100	Closed	-$16.4M	–	83
2025 Q1	$16.4M	Sell	20,100 -16,078	-44%	-$14.5M	1.4%	32
2024 Q4	$34.1M	Buy	36,178 +278	+0.8%	+$256K	3.07%	8
2024 Q3	$31.9M	Buy	+35,900	New	+$29.4M	2.9%	8
2023 Q2	–	Sell	-4,173	Closed	-$3.01M	–	94
2023 Q1	$3.01M	Buy	+4,173	New	+$2.94M	0.25%	74
2022 Q4	–	Sell	-4,892	Closed	-$2.78M	–	100
2022 Q3	$2.78M	Sell	4,892 -10,713	-69%	-$7M	0.26%	63
2022 Q2	$10.3M	Buy	+15,605	New	+$10.8M	0.99%	34
2022 Q1	–	Sell	-13,304	Closed	-$11.3M	–	237
2021 Q4	$11.3M	Buy	+13,304	New	+$10.7M	0.73%	51

Other funds holding EQIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gillson Capital's EQIX Position: Q1 2026 in Review

Gillson Capital reduced its Equinix (EQIX) stake by 65% in Q1 2026, selling an estimated $25M and leaving 14,960 shares worth $14.7M. The position accounts for 1.2% of the portfolio, ranked #29.

Gillson Capital first reported a position in EQIX in Q4 2021 and has held it in 9 quarters since. The position peaked at $34.1M in Q4 2024. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

Gillson Capital held 14,960 shares of Equinix worth $14.7M as of Q1 2026.
Gillson Capital sold 28,160 Equinix shares in Q1 2026, an estimated $25M.
Equinix made up 1.2% of Gillson Capital's portfolio in Q1 2026, its #29 holding.
Gillson Capital first reported a position in Equinix in Q4 2021 and has held it in 9 quarters since.
Gillson Capital's Equinix position peaked at $34.1M in Q4 2024.
1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.