Davis Selected Advisers

Position in EQIX — Equinix Inc

CIK 1036325 Tucson, AZ

Position in EQIX

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$20,803,633

+$4,888,192 QoQ

Shares Held

21,223

+2.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Real Estate · as of Mar 31, 2026

Davis Selected Advisers holds $51,364,694 across 5 REIT - Specialty names. EQIX ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc This page	21,223	$20,803,633
2	DLR	Digital Realty Trust, Inc.	78,880	$14,214,964
3	AMT	American Tower Corp /Ma/	64,620	$11,152,119
4	CCI	Crown Castle Inc.	41,920	$3,408,515
5	FRMI	Fermi Inc.	305,730	$1,785,463

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,803,633	21,223	+2.2%	Shares	Sole	2026-05-07
2025-12-31	$15,915,441	20,773	-4.7%	Shares	Sole	2026-02-02
2025-09-30	$17,076,981	21,803	+39.2%	Shares	Sole	2025-12-29
2025-06-30	$12,459,446	15,663	+1.9%	Shares	Sole	2025-08-08
2025-03-31	$12,534,375	15,373	-19.9%	Shares	Sole	2025-05-12
2024-12-31	$18,101,602	19,198	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$17,156,112	19,328	+12.0%	Shares	Sole	2024-11-08
2024-06-30	$13,057,402	17,258	-0.1%	Shares	Sole	2024-08-07
2024-03-31	$14,251,798	17,268	-3.2%	Shares	Sole	2024-05-14
2023-12-31	$14,374,600	17,848	-5.7%	Shares	Sole	2024-02-12
2023-09-30	$13,739,386	18,918	0.0%	Shares	Sole	2023-11-09
2023-06-30	$14,830,576	18,918	-20.4%	Shares	Sole	2023-08-09
2023-03-31	$17,144,889	23,778	-10.1%	Shares	Sole	2023-05-08
2022-12-31	$17,330,783	26,458	0.0%	Shares	Sole	2023-02-10
2022-09-30	$15,050,368	26,458	0.0%	Shares	Sole	2022-11-10
2022-06-30	$17,383,435	26,458	+2.9%	Shares	Sole	2022-08-11
2022-03-31	$19,065,566	25,708	-1.4%	Shares	Sole	2022-05-12
2021-12-31	$22,049,357	26,068	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$20,525,997	25,978	0.0%	Shares	Sole	2021-11-12
2021-06-30	$20,849,942	25,978	-22.0%	Shares	Sole	2021-08-13
2021-03-31	$22,622,191	33,288	+3.9%	Shares	Sole	2021-05-13
2020-12-31	$22,889,469	32,050	0.0%	Shares	Sole	2021-02-12
2020-09-30	$24,362,166	32,050	-6.5%	Shares	Sole	2020-11-12
2020-06-30	$24,081,867	34,290	-7.9%	Shares	Sole	2020-08-12
2020-03-31	$23,252,741	37,230	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.