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Digital Realty Trust
DLR

Overview Fund Activity

855 hedge funds and large institutions have $38.7B invested in Digital Realty Trust in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 360 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+43
Holders Change %
+5.3%
% of All Funds
17.57%
Holding in Top 10
23
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-39.47%
% of All Funds
0.47%
New
124
Increased
360
Reduced
270
Closed
73
Calls
$113M
Puts
$201M
Net Calls
-$87.7M
Net Calls Change
-$14M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$464M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$420M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Capital World Investors
Capital World Investors
California
+$170M
5
Swedbank
Swedbank
Sweden
+$155M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$643M
2
Principal Financial Group
Principal Financial Group
Iowa
-$252M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$228M
5
Deutsche Bank
Deutsche Bank
Germany
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWS
526
Lucia Wealth Services
California
$690K +$9.37K +66 +1%
SS
527
Simplicity Solutions
Minnesota
$687K +$90.3K +635 +15%
SL
528
Stevard LLC
Illinois
$682K +$682K +4,798 New
PCM
529
Penn Capital Management
Pennsylvania
$678K -$125K -869 -16%
Assenagon Asset Management
530
Assenagon Asset Management
Luxembourg
$677K – – –
CIM
531
CIM Investment Management
Pennsylvania
$672K -$336K -2,363 -33%
VHAM
532
Van Hulzen Asset Management
California
$664K +$338K +2,378 +104%
BBVA
533
Banco Bilbao Vizcaya Argentaria
Spain
$653K +$245K +1,727 +60%
AF
534
Advisornet Financial
Minnesota
$649K +$165K +1,160 +34%
LNC
535
Lincoln National Corp
Pennsylvania
$639K +$82.8K +583 +15%
PPW
536
Parcion Private Wealth
Washington
$628K +$1.63K +11 +0.3%
CAM
537
Cresset Asset Management
Illinois
$625K +$152K +1,069 +32%
VWA
538
V Wealth Advisors
Kansas
$625K +$625K +4,398 New
LA
539
Legacy Advisors
Pennsylvania
$618K – – –
BP
540
Ballentine Partners
Massachusetts
$610K -$220K -1,550 -27%
FQ
541
First Quadrant
California
$610K -$49.6K -349 -8%
TPWA
542
TRUE Private Wealth Advisors
Oregon
$609K -$15.3K -108 -2%
RIM
543
Rampart Investment Management
Connecticut
$609K +$302K +2,126 +99%
PAM
544
Panagora Asset Management
Massachusetts
$604K +$50K +352 +9%
KWM
545
Keebeck Wealth Management
Illinois
$600K +$600K +4,224 New
AIC
546
Argus Investors Counsel
New York
$598K +$111K +781 +23%
HIC
547
Holderness Investments Company
North Carolina
$597K +$178K +1,250 +42%
TW
548
Transform Wealth
Colorado
$587K +$105K +741 +22%
ANRIA
549
American National Registered Investment Advisor
Texas
$579K – – –
AGM
550
Alpine Global Management
New York
$574K +$574K +4,038 New
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22
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