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Digital Realty Trust
DLR

Overview Fund Activity

587 hedge funds and large institutions have $18.7B invested in Digital Realty Trust in 2017 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+31
Holders Change %
+5.58%
% of All Funds
14.66%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
76
Increased
188
Reduced
227
Closed
42
Calls
$60.9M
Puts
$74.7M
Net Calls
-$13.8M
Net Calls Change
-$21.5M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$186M
2
Capital International Investors
2
Capital International Investors
California
$153M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$103M
4
Cohen & Steers
4
Cohen & Steers
New York
$746M
5
BlackRock
5
BlackRock
New York
$1.76B

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.5M
2
CS
2
Credit Suisse
Switzerland
$71M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Goldman Sachs
4
Goldman Sachs
New York
$106M
5
O
5
OppenheimerFunds
New York
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
476
Shoker Investment Counsel
Ohio
$229K +$1.91K +17 +0.8%
VFA
477
Voya Financial Advisors
Connecticut
$229K +$229K +2,032 New
SDWMA
478
Schneider Downs Wealth Management Advisors
Pennsylvania
$226K – – –
MC
479
Moors & Cabot
Massachusetts
$225K +$225K +2,002 New
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$224K -$4.63K -42 -2%
CG
481
Cutler Group
California
$223K – – –
NFG
482
Next Financial Group
Texas
$222K -$17.9K -158 -7%
WC
483
Whitney & Co
New York
$222K – – –
PP
484
Paloma Partners
Connecticut
$218K +$218K +1,930 New
FFA
485
First Foundation Advisors
California
$215K -$407K -3,595 -65%
RIM
486
Rampart Investment Management
Connecticut
$213K +$164K +1,447 +332%
ICOA
487
Investment Centers of America
North Dakota
$212K +$212K +1,885 New
RIL
488
Rothschild Investment LLC
Illinois
$211K +$211K +1,870 New
GA
489
Geneva Advisors
Illinois
$210K -$7.9K -70 -4%
ZCA
490
Zeke Capital Advisors
Pennsylvania
$210K +$210K +1,858 New
BCP
491
Blue Chip Partners
Michigan
$208K +$1.69K +15 +0.8%
CCM
492
Copeland Capital Management
Pennsylvania
$206K -$9.62K -85 -4%
RWA
493
Ropes Wealth Advisors
Massachusetts
$203K +$203K +1,800 New
OMCS
494
Old Mutual Customised Solutions
South Africa
$200K -$339K -3,000 -63%
WAM
495
Wealthspire Advisors (Maryland)
Maryland
$190K -$29K -256 -13%
FANJ
496
Financial Architects (New Jersey)
New Jersey
$181K -$13.8K -122 -7%
FIM
497
Foresters Investment Management
New York
$175K -$3.63K -32 -2%
GWM
498
Geneos Wealth Management
Colorado
$170K +$16.3K +145 +11%
WIM
499
Westside Investment Management
California
$165K – – –
SNT
500
Security National Trust
West Virginia
$164K +$164K +1,455 New
18 19
20
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