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Digital Realty Trust

985 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%97.97% (+0.74%)

0% more funds holding

Funds holding: 983985 (+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
985
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
17.24%
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
LNC
626
Lincoln National Corp
Pennsylvania
$497K +$9.72K +62 +2%
GT
627
Greenleaf Trust
Michigan
$495K -$20.5K -131 -4%
WWM
628
Windsor Wealth Management
Indiana
$493K +$20.7K +132 +4%
AIC
629
Archer Investment Corporation
Indiana
$492K +$1.25K +8 +0.2%
PA
630
Parallel Advisors
California
$489K +$44.5K +284 +9%
AP
631
Advisors Preferred
Maryland
$489K +$528K +3,369 New
PCM
632
Penn Capital Management
Pennsylvania
$488K -$16.6K -106 -3%
AIS
633
American Investment Services
Massachusetts
$485K
SS
634
Simplicity Solutions
Minnesota
$485K +$13.8K +88 +3%
BCM
635
BTC Capital Management
Iowa
$483K
EWA
636
EP Wealth Advisors
California
$472K +$7.53K +48 +1%
APA
637
American Portfolios Advisors
New York
$471K -$422K -2,692 -45%
HFM
638
Harvest Fund Management
China
$471K +$161K +1,026 +46%
AC
639
Abbrea Capital
California
$470K -$27.8K -177 -5%
VHAM
640
Van Hulzen Asset Management
California
$463K -$111K -705 -18%
RFC
641
Regions Financial Corp
Alabama
$462K -$216K -1,380 -30%
GIA
642
Gateway Investment Advisers
Ohio
$461K +$43.1K +275 +9%
LWA
643
Lineweaver Wealth Advisors
Ohio
$461K +$66.4K +423 +15%
AWA
644
Arkadios Wealth Advisors
Georgia
$449K -$91K -580 -16%
KAS
645
Kestra Advisory Services
Texas
$449K +$488K +3,112 New
HDIM
646
Hanson & Doremus Investment Management
Vermont
$447K -$21.2K -135 -4%
RCM
647
RB Capital Management
Nevada
$447K +$16.8K +107 +4%
BFS
648
Bard Financial Services
Connecticut
$439K -$19.6K -125 -4%
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$439K -$1.1K -7 -0.2%
LSA
650
Leonteq Securities AG
Switzerland
$435K +$147K +934 +45%

DLR Hedge Fund Activity: Q3 2021 in Review

985 of the 5,713 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.

  • 985 institutional investors held Digital Realty Trust (DLR) as of Q3 2021, up from 983 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.