Letters by company

Equinix INC

1 letter discussing EQIX. Everything written about it on this site is on its ticker page.

Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $8.7BWELL $166BBXP $10B