We are live on ! Find out more
DLR icon

Digital Realty Trust

649 hedge funds and large institutions have $22.9B invested in Digital Realty Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 245 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $21.6B → $22.9B (+$1.26B)

2% more funds holding

Funds holding: 638649 (+11)

1% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 242

0.27% less ownership

Funds ownership: 99.84%99.58% (-0.27%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

27% less call options, than puts

Call options by funds: $105M | Put options by funds: $144M

Holders
649
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
14.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
53
Increased
245
Reduced
242
Closed
38
Calls
$105M
Puts
$144M
Net Calls
-$38.7M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$64K -$20.2K -190 -25%
CFA
552
Carroll Financial Associates
North Carolina
$64K
QCG
553
Quadrant Capital Group
Ohio
$64K +$1.91K +18 +3%
GLI
554
Guardian Life Insurance
New York
$63K +$10.1K +95 +20%
WEC
555
Winslow Evans & Crocker
Massachusetts
$62K -$5.3K -50 -8%
SLF
556
Sun Life Financial
Ontario, Canada
$62K +$48.9K +461 +470%
MCM
557
Manchester Capital Management
Vermont
$60K
ARMT
558
Amica Retiree Medical Trust
Rhode Island
$57K
CG
559
Cutler Group
California
$57K +$32.1K +303 +141%
PCM
560
Poehling Capital Management
Wisconsin
$56K
LWS
561
Lucia Wealth Services
California
$55K +$22K +207 +72%
KA
562
Kaizen Advisory
Illinois
$51K +$26.8K +253 +125%
KJWM
563
Kiley Juergens Wealth Management
Washington
$51K +$48.6K +458 New
AF
564
Advisornet Financial
Minnesota
$46K
LYV
565
Live Your Vision
Pennsylvania
$46K +$42.4K +400 New
AF
566
Arrow Financial
New York
$45K
First Manhattan
567
First Manhattan
New York
$44K
CAL
568
Capital Analysts LLC
Pennsylvania
$44K +$530 +5 +1%
S
569
SignatureFD
Georgia
$44K +$26.4K +249 +172%
SIAS
570
Shine Investment Advisory Services
Colorado
$42K +$39.8K +375 New
FCB
571
First Command Bank
Texas
$39K
FCFS
572
First Command Financial Services
Texas
$39K
PO
573
Private Ocean
California
$39K
SIAP
574
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K
RWA
575
River Wealth Advisors
Pennsylvania
$33K +$31.8K +300 New

DLR Hedge Fund Activity: Q2 2018 in Review

649 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2018, worth a combined $22.9B — up 5.8% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DLR positions and 38 closed out — a net gain of 15 holders — while 245 added to existing stakes and 242 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $178M. The largest seller was Vanguard Group, cutting an estimated $191M.

  • 649 institutional investors held Digital Realty Trust (DLR) as of Q2 2018, up from 638 in Q1 2018.
  • Funds reported $22.9B of Digital Realty Trust stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 53 funds opened new Digital Realty Trust positions in Q2 2018 and 38 closed out, a net change of +15 holders.
  • The largest Digital Realty Trust buyer in Q2 2018 was APG Asset Management US, an estimated $178M added.
  • The largest Digital Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.