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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
SBH
601
Segall Bryant & Hamill
Illinois
$625K +$258K +1,642 +61%
RIL
602
Rothschild Investment LLC
Illinois
$623K -$159K -1,015 -19%
TCB
603
Texas Capital Bancshares
Texas
$623K
SWA
604
SFMG Wealth Advisors
Texas
$623K +$38.6K +246 +6%
SIA
605
SeaBridge Investment Advisors
New Jersey
$613K +$1.41K +9 +0.2%
FUBT
606
First United Bank & Trust
Maryland
$611K +$66.8K +426 +11%
BIM
607
Baldwin Investment Management
Pennsylvania
$609K -$10.2K -65 -2%
AIL
608
AGF Investments LLC
Ontario, Canada
$608K +$10.7K +68 +2%
ANRIA
609
American National Registered Investment Advisor
Texas
$589K
PTC
610
Private Trust Company
Ohio
$588K +$67.3K +429 +12%
WT
611
Whittier Trust
California
$576K +$29K +185 +5%
BCM
612
Brookstone Capital Management
Illinois
$576K +$129K +822 +26%
EAMA
613
EFG Asset Management (Americas)
Florida
$571K +$18.8K +120 +3%
NO
614
Ninety One
South Africa
$549K
SCM
615
Stevens Capital Management
Pennsylvania
$537K +$583K +3,718 New
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$525K +$43.9K +280 +8%
PA
617
Probity Advisors
Texas
$523K -$8.31K -53 -1%
RMCM
618
Reynders McVeigh Capital Management
Massachusetts
$523K +$14.1K +90 +3%
MCIA
619
Mountain Capital Investment Advisors
Colorado
$521K +$6.59K +42 +1%
CMI
620
Clare Market Investments
Texas
$519K +$563K +3,590 New
JWCA
621
J.W. Coons Advisors
Ohio
$514K
BS
622
Boenning & Scattergood
Pennsylvania
$513K
MSU
623
Mizuho Securities USA
New York
$511K +$555K +3,537 New
FCFC
624
First Commonwealth Financial Corp
Pennsylvania
$509K -$29K -185 -5%
VWA
625
V Wealth Advisors
Kansas
$500K -$36.5K -233 -6%

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.