Cbre Investment Management Listed Real Assets LLC Grows Stock Holdings in Equinix, Inc. $EQIX

Posted by Caroline Horne on Mar 12th, 2026

Cbre Investment Management Listed Real Assets LLC increased its stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 14.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 554,879 shares of the financial services provider’s stock after purchasing an additional 69,341 shares during the period. Equinix accounts for 6.2% of Cbre Investment Management Listed Real Assets LLC’s portfolio, making the stock its 2nd largest holding. Cbre Investment Management Listed Real Assets LLC owned about 0.57% of Equinix worth $434,603,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently bought and sold shares of the company. Campbell & CO Investment Adviser LLC lifted its stake in shares of Equinix by 21.1% during the second quarter. Campbell & CO Investment Adviser LLC now owns 384 shares of the financial services provider’s stock valued at $305,000 after acquiring an additional 67 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its position in Equinix by 1.4% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 544,462 shares of the financial services provider’s stock worth $426,444,000 after purchasing an additional 7,409 shares during the period. JPMorgan Chase & Co. raised its holdings in Equinix by 25.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 2,875,355 shares of the financial services provider’s stock worth $2,252,094,000 after purchasing an additional 588,967 shares during the last quarter. Chilton Capital Management LLC raised its holdings in Equinix by 5.1% during the 3rd quarter. Chilton Capital Management LLC now owns 36,908 shares of the financial services provider’s stock worth $28,908,000 after purchasing an additional 1,805 shares during the last quarter. Finally, Foresight Group Ltd Liability Partnership lifted its position in Equinix by 10.0% during the 3rd quarter. Foresight Group Ltd Liability Partnership now owns 26,139 shares of the financial services provider’s stock valued at $20,425,000 after purchasing an additional 2,378 shares during the period. 94.94% of the stock is currently owned by institutional investors.

Key Headlines Impacting Equinix

Here are the key news stories impacting Equinix this week:

Positive Sentiment: Equinix launched the Distributed AI Hub (with Palo Alto Networks integration) to simplify and secure enterprise AI infrastructure — a direct product that can drive incremental demand from AI projects and increase interconnection revenue. Equinix Unveils the Distributed AI Hub to Simplify and Secure Enterprise AI Infrastructure
Positive Sentiment: Bernstein initiated coverage with an Outperform and a $1,128 price target, labeling Equinix a “data center juggernaut” — this fresh buy-side thesis and price target can attract institutional demand. Bernstein launches coverage of Equinix (EQIX), calls it a data center juggernaut
Positive Sentiment: Analyst commentary and features (Zacks, The Motley Fool) highlight AI-driven revenue upside — including commentary that Equinix is positioned to capture AI capex and rent from enterprise/cloud customers — supporting a growth narrative. This Artificial Intelligence (AI) Stock Just Projected $10 Billion in Revenue for 2026. Here’s Why It’s Just Getting Started.
Positive Sentiment: Zacks published a bullish “5 reasons” piece emphasizing recurring revenue, global scale, and AI demand — reinforcing the investment case and investor sentiment. 5 Reasons That Make Equinix Stock a Solid Portfolio Pick Now
Positive Sentiment: Equinix named Olivier Leonetti as its next CFO (effective March 16) — orderly succession reduces execution risk around financial strategy and may reassure investors. Equinix Names Olivier Leonetti as Company’s Next Chief Financial Officer
Positive Sentiment: Technicals flashed a bullish “golden cross” / move above short-term moving averages, which can trigger momentum buying from traders. Equinix (EQIX) Just Flashed Golden Cross Signal: Do You Buy?
Neutral Sentiment: Short interest data is mixed: a material decline was reported through Feb. 27 (down ~27% to ~1.92M shares, ~2% of float), which is bullish, but a later entry shows inconsistent/zero values — treat the March short-interest note with caution. (short-interest filings)
Neutral Sentiment: Coverage roundup: Zacks noted Equinix “ascended while market fell” — an observation of price strength but not a standalone fundamental driver. Equinix (EQIX) Ascends While Market Falls: Some Facts to Note

Equinix Stock Up 1.8%

Shares of NASDAQ:EQIX opened at $973.43 on Thursday. The company has a 50 day moving average price of $863.56 and a two-hundred day moving average price of $811.24. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.32 and a current ratio of 1.32. The company has a market capitalization of $95.64 billion, a PE ratio of 70.79, a PEG ratio of 2.46 and a beta of 1.04. Equinix, Inc. has a 52 week low of $701.41 and a 52 week high of $992.90.

Equinix (NASDAQ:EQIX – Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The financial services provider reported $8.91 earnings per share for the quarter, missing analysts’ consensus estimates of $9.07 by ($0.16). Equinix had a return on equity of 9.60% and a net margin of 14.65%.The firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.46 billion. During the same period in the prior year, the business earned $7.92 earnings per share. The company’s revenue for the quarter was up 7.0% compared to the same quarter last year. Analysts forecast that Equinix, Inc. will post 33.1 earnings per share for the current year.

Equinix Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 25th will be issued a $5.16 dividend. This represents a $20.64 annualized dividend and a dividend yield of 2.1%. This is an increase from Equinix’s previous quarterly dividend of $4.69. The ex-dividend date is Wednesday, February 25th. Equinix’s dividend payout ratio is currently 150.11%.

Insider Buying and Selling

In related news, CEO Adaire Fox-Martin sold 2,670 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $804.08, for a total value of $2,146,893.60. Following the completion of the transaction, the chief executive officer directly owned 14,857 shares in the company, valued at approximately $11,946,216.56. The trade was a 15.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman Charles J. Meyers sold 2,716 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $965.15, for a total value of $2,621,347.40. Following the sale, the chairman directly owned 12,594 shares of the company’s stock, valued at approximately $12,155,099.10. The trade was a 17.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 13,602 shares of company stock valued at $11,369,645. 0.27% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

EQIX has been the topic of several recent research reports. Sanford C. Bernstein initiated coverage on shares of Equinix in a research note on Thursday, March 5th. They issued an “outperform” rating and a $1,128.00 target price on the stock. The Goldman Sachs Group increased their price objective on shares of Equinix from $785.00 to $894.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Stifel Nicolaus set a $1,075.00 price objective on shares of Equinix in a research note on Thursday, February 12th. Barclays reaffirmed a “positive” rating and set a $870.00 target price on shares of Equinix in a report on Tuesday, January 13th. Finally, BMO Capital Markets upped their target price on shares of Equinix from $925.00 to $1,050.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Equinix currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,006.91.

View Our Latest Analysis on Equinix

About Equinix

(Free Report)

Equinix, Inc is a global provider of digital infrastructure and interconnection services, specializing in carrier-neutral data centers and colocation. The company operates a platform that enables enterprises, cloud and network service providers, and content companies to colocate IT infrastructure, interconnect directly with partners and providers, and access cloud on-ramps and network services in a secure, low-latency environment.

Equinix’s offerings include traditional colocation space and power, cross-connects and meet-me rooms, and a suite of connectivity and on-demand services designed for hybrid multicloud architectures.