We are live on ! Find out more
DLR icon

Digital Realty Trust

862 hedge funds and large institutions have $38.7B invested in Digital Realty Trust in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 363 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

34% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 270

5% more funds holding

Funds holding: 818862 (+44)

1% more capital invested

Capital invested by funds: $38.2B → $38.7B (+$481M)

4.42% less ownership

Funds ownership: 106.09%101.67% (-4.4%)

39% less funds holding in top 10

Funds holding in top 10: 3823 (-15)

44% less call options, than puts

Call options by funds: $113M | Put options by funds: $201M

Holders
862
Holders Change
+44
Holders Change %
+5.38%
% of All Funds
17.67%
Holding in Top 10
23
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-39.47%
% of All Funds
0.47%
New
125
Increased
363
Reduced
270
Closed
73
Calls
$113M
Puts
$201M
Net Calls
-$87.7M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSD
376
Security National Bank of So Dak
Iowa
$2.04M -$26.2K -185 -1%
SCP
377
Shorepoint Capital Partners
Massachusetts
$2.02M -$90.8K -641 -4%
Creative Planning
378
Creative Planning
Kansas
$2M -$252K -1,783 -11%
KPCM
379
Kings Point Capital Management
New York
$2M +$1.99M +14,073 New
LP
380
LMR Partners
United Kingdom
$1.94M +$1.93M +13,664 New
HI
381
Harrington Investments
California
$1.93M +$15.1K +107 +0.8%
CWM
382
Concentric Wealth Management
California
$1.92M +$70.8K +500 +4%
UFF
383
USA Financial Formulas
Michigan
$1.91M +$1.9M +13,441 New
ASN
384
Advisory Services Network
Georgia
$1.9M +$116K +817 +6%
SAM
385
Shell Asset Management
Netherlands
$1.89M -$435K -3,071 -19%
ST
386
Spinnaker Trust
Maine
$1.88M +$40.8K +288 +2%
CS
387
Candriam SCA
Luxembourg
$1.86M -$259K -1,831 -12%
AAS
388
Avantax Advisory Services
Texas
$1.85M +$783K +5,530 +74%
FWIA
389
Fort Washington Investment Advisors
Ohio
$1.85M +$70.8K +500 +4%
FAAS
390
First Allied Advisory Services
California
$1.84M +$1.47M +10,409 +408%
SNBOSCI
391
Security National Bank of Sioux City Iowa
Iowa
$1.82M -$70.1K -495 -4%
SBIA
392
Sheaff Brock Investment Advisors
Indiana
$1.82M -$201K -1,420 -10%
SC
393
Stolper & Co
Oklahoma
$1.82M -$128K -907 -7%
FC
394
Forte Capital
New York
$1.81M +$276K +1,950 +18%
SI
395
Stephens Inc
Arkansas
$1.74M +$183K +1,290 +12%
BPA
396
Beacon Pointe Advisors
California
$1.73M +$14.6K +103 +0.9%
ZAM
397
Zevin Asset Management
Massachusetts
$1.73M +$72.6K +513 +4%
CAM
398
Cozad Asset Management
Illinois
$1.71M -$36.2K -256 -2%
WAM
399
World Asset Management
Michigan
$1.67M -$97.3K -687 -6%
BAMF
400
BI Asset Management Fondsmaeglerselskab
Denmark
$1.67M +$1.66M +11,748 New

DLR Hedge Fund Activity: Q2 2020 in Review

862 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2020, worth a combined $38.7B — up 1.3% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new DLR positions and 73 closed out — a net gain of 52 holders — while 363 added to existing stakes and 270 trimmed.

The largest buyer was Vanguard Group, adding an estimated $463M. The largest seller was Cohen & Steers, cutting an estimated $640M.

  • 862 institutional investors held Digital Realty Trust (DLR) as of Q2 2020, up from 818 in Q1 2020.
  • Funds reported $38.7B of Digital Realty Trust stock for Q2 2020, up 1.3% quarter-over-quarter.
  • 125 funds opened new Digital Realty Trust positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Digital Realty Trust buyer in Q2 2020 was Vanguard Group, an estimated $463M added.
  • The largest Digital Realty Trust seller in Q2 2020 was Cohen & Steers, an estimated $640M sold.

Based on aggregated 13F filings for Q2 2020.