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Digital Realty Trust

687 hedge funds and large institutions have $25.4B invested in Digital Realty Trust in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 283 increasing their positions, 236 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 236

14% more capital invested

Capital invested by funds: $22.2B → $25.4B (+$3.2B)

8% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 60

0.98% more ownership

Funds ownership: 101.81%102.79% (+0.98%)

0% more funds holding

Funds holding: 687687 (0)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

43% less call options, than puts

Call options by funds: $79.7M | Put options by funds: $141M

Holders
687
Holders Change
Holders Change %
0%
% of All Funds
14.87%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
65
Increased
283
Reduced
236
Closed
60
Calls
$79.7M
Puts
$141M
Net Calls
-$61.2M
Net Calls Change
-$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
626
Sonora Investment Management
Arizona
$24K +$22.3K +200 New
BCA
627
Berman Capital Advisors
Georgia
$23K +$4.69K +42 +27%
IFAM
628
Institutional & Family Asset Management
Colorado
$22K -$123K -1,103 -85%
PCP
629
Proficio Capital Partners
Massachusetts
$22K -$2.46K -22 -10%
CHC
630
City Holding Co
West Virginia
$22K
FFC
631
First Financial Corp
Indiana
$22K
AIM
632
Anchor Investment Management
South Carolina
$21.4K
SIAS
633
Shine Investment Advisory Services
Colorado
$21K
CAC
634
Certified Advisory Corp
Florida
$21K +$112 +1 +0.6%
1NWS
635
1 North Wealth Services
Maryland
$21K +$223 +2 +1%
ZB
636
Zions Bancorporation
Utah
$21K +$20.1K +180 New
SWA
637
Sutton Wealth Advisors
Florida
$20.5K
FGAM
638
Financial Gravity Asset Management
Texas
$19K +$17.9K +160 New
PFBT
639
Parkside Financial Bank & Trust
Missouri
$18K -$25.8K -231 -60%
WTC
640
WhitTier Trust Company
Nevada
$18K
BWA
641
BDO Wealth Advisors
Florida
$17K
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$112 +1 +0.7%
TFS
643
TrustCore Financial Services
Tennessee
$17K +$16.4K +147 New
SIS
644
Sound Income Strategies
Florida
$16K +$2.12K +19 +17%
CB
645
Community Bank
New York
$15K
GWS
646
Glassman Wealth Services
Virginia
$15K +$13.4K +120 +1,200%
LA
647
Legacy Advisors
Pennsylvania
$15K +$14.5K +130 New
AIA
648
Alera Investment Advisors
Illinois
$14K +$2.23K +20 +21%
AssetMark Inc
649
AssetMark Inc
California
$13K -$19.9K -178 -61%
AIM
650
Advantage Investment Management
Iowa
$13K

DLR Hedge Fund Activity: Q1 2019 in Review

687 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2019, worth a combined $25.4B — up 14% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DLR positions and 60 closed out — a net gain of 5 holders — while 283 added to existing stakes and 236 trimmed.

The largest buyer was Capital World Investors, adding an estimated $314M. The largest seller was Cohen & Steers, cutting an estimated $362M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $25.4B of Digital Realty Trust stock for Q1 2019, up 14% quarter-over-quarter.
  • 65 funds opened new Digital Realty Trust positions in Q1 2019 and 60 closed out, a net change of +5 holders.
  • The largest Digital Realty Trust buyer in Q1 2019 was Capital World Investors, an estimated $314M added.
  • The largest Digital Realty Trust seller in Q1 2019 was Cohen & Steers, an estimated $362M sold.

Based on aggregated 13F filings for Q1 2019.