KERR FINANCIAL PLANNING Corp EQIX — EQUINIX INC REIT

Ownership history in KERR FINANCIAL PLANNING Corp  ·  4 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported EQUINIX INC REIT (EQIX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows EQIX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in EQUINIX INC REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EQIX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EQIX stock page KERR FINANCIAL PLANNING Corp fund profile KERR FINANCIAL PLANNING Corp full holdings
How KERR FINANCIAL PLANNING Corp held EQIX — position size vs. price
% of Fund (quarterly)    EQIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 30 — 0% 0.03% $31K 2026-07-02 $1002.02
2026 Q1 ADDED — — — 30 +1 +3.4% 0.04% $32K 2026-04-29 $1083.71
2025 Q4 REDUCED — — — 29 -1 -3.3% 0.03% $24K 2026-02-10 $847.90
2025 Q3 INITIATED — — — 30 — — 0.03% $24K 2025-11-25 $740.43

🏢 Other funds also holding EQIX

As of 2026 Q2 — sorted by position size

Pensionfund Sabic 3Y 7Y 7.9% Pensionfund PDN 3Y 7Y 7.68% Roxbury Financial LLC 0.28% Versant Capital Management, Inc 3Y 7Y 0.02% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.02% CX Institutional 3Y 7Y 0.01% EASTERN BANK 3Y 7Y 0.01% Cedar Mountain Advisors, LLC 3Y 0.0% Noble Wealth Management PBC 0.0%

FAQ About KERR FINANCIAL PLANNING Corp and EQIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning EQIX?

KERR FINANCIAL PLANNING Corp reported EQIX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported EQIX position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for EQIX was 0.04% in 2026 Q1.

What is the latest reported EQIX position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 30 shares, equal to 0.03% of portfolio, with an estimated market value of $31K.

What does the chart on this EQIX ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly EQIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KERR FINANCIAL PLANNING Corp time their EQIX position?

Based on 13F filing dates vs. subsequent EQIX price moves, KERR FINANCIAL PLANNING Corp correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EQIX relative to SPY over the holding period was +37.4%.

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