We are live on ! Find out more
DLR icon

Digital Realty Trust

984 hedge funds and large institutions have $40.1B invested in Digital Realty Trust in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 455 increasing their positions, 300 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 300

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

25% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 73

0.74% more ownership

Funds ownership: 97.22%97.96% (+0.74%)

0% more funds holding

Funds holding: 982984 (+2)

3% less capital invested

Capital invested by funds: $41.2B → $40.1B (-$1.03B)

72% less call options, than puts

Call options by funds: $85.9M | Put options by funds: $308M

Holders
984
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
17.23%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
91
Increased
455
Reduced
300
Closed
73
Calls
$85.9M
Puts
$308M
Net Calls
-$222M
Net Calls Change
-$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
526
Duff & Phelps Investment Management
Illinois
$993K
OAM
527
Oak Asset Management
California
$989K +$520K +3,315 +98%
HIA
528
Harbor Investment Advisory
Maryland
$981K +$14K +89 +1%
IWC
529
Integrated Wealth Concepts
Massachusetts
$973K +$226K +1,442 +27%
BJL
530
Brighton Jones LLC
Washington
$958K +$36.1K +230 +4%
HIC
531
Holderness Investments Company
North Carolina
$947K +$194K +1,239 +23%
AP
532
Advisor Partners
California
$945K -$67.4K -430 -6%
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$945K +$12.7K +81 +1%
BHC
534
Bowen Hanes & Co
Florida
$942K -$7.69K -49 -0.7%
MA
535
Mutual Advisors
Nebraska
$935K +$219K +1,399 +28%
CL
536
CPWM LLC
Washington
$929K
CFN
537
Cordasco Financial Network
Florida
$925K +$1.41K +9 +0.1%
CAM
538
Carret Asset Management
New York
$916K
WANY
539
Wealthspire Advisors (New York)
New York
$913K +$111K +705 +13%
EI
540
Ethic Inc
New York
$913K +$129K +825 +15%
GWM
541
GSB Wealth Management
Connecticut
$910K +$39.2K +250 +4%
ACM
542
AlphaStar Capital Management
North Carolina
$904K +$414K +2,639 +78%
CAN
543
Cetera Advisor Networks
California
$903K +$29.2K +186 +3%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$896K +$31.4K +200 +3%
ANI
545
American National Insurance
Texas
$867K
ECM
546
Everence Capital Management
Indiana
$864K
FAM
547
Fulcrum Asset Management
United Kingdom
$862K
MCM
548
Monument Capital Management
Virginia
$859K +$22.1K +141 +2%
CQS
549
Credential Qtrade Securities
$853K +$16.9K +108 +2%
Mercer Global Advisors
550
Mercer Global Advisors
Colorado
$839K +$231K +1,474 +34%

DLR Hedge Fund Activity: Q3 2021 in Review

984 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2021, worth a combined $40.1B — down 2.5% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DLR positions and 73 closed out — a net gain of 18 holders — while 455 added to existing stakes and 300 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $742M. The largest seller was Invesco, cutting an estimated $291M.

  • 984 institutional investors held Digital Realty Trust (DLR) as of Q3 2021, up from 982 in Q2 2021.
  • Funds reported $40.1B of Digital Realty Trust stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 91 funds opened new Digital Realty Trust positions in Q3 2021 and 73 closed out, a net change of +18 holders.
  • The largest Digital Realty Trust buyer in Q3 2021 was Cohen & Steers, an estimated $742M added.
  • The largest Digital Realty Trust seller in Q3 2021 was Invesco, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2021.