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Digital Realty Trust

934 hedge funds and large institutions have $38.6B invested in Digital Realty Trust in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 428 increasing their positions, 283 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 283

28% more call options, than puts

Call options by funds: $130M | Put options by funds: $101M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.33% more ownership

Funds ownership: 95.35%97.68% (+2.3%)

6% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 96

3% more capital invested

Capital invested by funds: $37.4B → $38.6B (+$1.24B)

0% more funds holding

Funds holding: 932934 (+2)

Holders
934
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
16.4%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
102
Increased
428
Reduced
283
Closed
96
Calls
$130M
Puts
$101M
Net Calls
+$28.8M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
626
Loudon Investment Management
New Hampshire
$432K -$200K -1,450 -32%
WW
627
Westshore Wealth
California
$432K +$424K +3,070 New
UC
628
Unio Capital
New Jersey
$431K
CCA
629
Checchi Capital Advisers
California
$430K +$50.7K +367 +14%
GT
630
Greenleaf Trust
Michigan
$430K +$102K +740 +32%
FDCDDQ
631
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K
FTDI
632
First Trust Direct Indexing
Massachusetts
$428K +$39K +282 +10%
DCM
633
Donaldson Capital Management
Indiana
$427K +$1.8K +13 +0.4%
WWM
634
Windsor Wealth Management
Indiana
$427K +$8.71K +63 +2%
BJL
635
Brighton Jones LLC
Washington
$425K +$203K +1,467 +94%
GIA
636
Gateway Investment Advisers
Ohio
$422K -$3.04K -22 -0.7%
CAM
637
Carret Asset Management
New York
$421K +$80.9K +585 +24%
DILIC
638
Dai-ichi Life Insurance Company
Japan
$419K
OFW
639
Omnia Family Wealth
Florida
$416K
FSA
640
Fort Sheridan Advisors
Illinois
$415K +$2.63K +19 +0.6%
SIM
641
Sentry Investment Management
Wisconsin
$414K -$1.96M -14,184 -83%
BFS
642
Bard Financial Services
Connecticut
$414K +$51.8K +375 +15%
PHK
643
Point72 Hong Kong
Hong Kong
$403K +$396K +2,862 New
JIC
644
Johnson Investment Counsel
Ohio
$400K +$691 +5 +0.2%
SAF
645
Smith Anglin Financial
Texas
$399K +$108K +782 +38%
LWA
646
Lineweaver Wealth Advisors
Ohio
$398K +$18.8K +136 +5%
GIM
647
Groesbeck Investment Management
New Jersey
$394K
BCP
648
Blue Chip Partners
Michigan
$393K -$4.49M -32,492 -92%
MAFM
649
Mid Atlantic Financial Management
Pennsylvania
$393K +$8.43K +61 +2%
GKWIM
650
Gerber Kawasaki Wealth & Investment Management
California
$393K +$18.4K +133 +5%

DLR Hedge Fund Activity: Q1 2021 in Review

934 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2021, worth a combined $38.6B — up 3.3% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new DLR positions and 96 closed out — a net gain of 6 holders — while 428 added to existing stakes and 283 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $662M. The largest seller was Bank of America, cutting an estimated $364M.

  • 934 institutional investors held Digital Realty Trust (DLR) as of Q1 2021, up from 932 in Q4 2020.
  • Funds reported $38.6B of Digital Realty Trust stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 102 funds opened new Digital Realty Trust positions in Q1 2021 and 96 closed out, a net change of +6 holders.
  • The largest Digital Realty Trust buyer in Q1 2021 was Cohen & Steers, an estimated $662M added.
  • The largest Digital Realty Trust seller in Q1 2021 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2021.