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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
651
Longfellow Investment Management
Massachusetts
$392K +$195K +1,412 +103%
CAN
652
Cetera Advisor Networks
California
$391K +$92.6K +670 +32%
CA
653
Continuum Advisory
Idaho
$386K
WAM
654
Wolverine Asset Management
Illinois
$384K -$103K -742 -21%
AC
655
Addison Capital
Pennsylvania
$384K -$12.4K -90 -3%
HCA
656
Harbour Capital Advisors
Virginia
$381K +$374K +2,705 New
AP
657
Appleton Partners
Massachusetts
$377K -$13.8K -100 -4%
PA
658
Parallel Advisors
California
$377K +$25.2K +182 +7%
LAIC
659
Lederer & Associates Investment Counsel
California
$376K -$7.6K -55 -2%
AssetMark Inc
660
AssetMark Inc
California
$373K -$22.1K -160 -6%
JIP
661
Jaffetilchin Investment Partners
Florida
$372K -$30K -217 -8%
RCM
662
RB Capital Management
Nevada
$371K +$43.7K +316 +14%
Bank Julius Baer & Co
663
Bank Julius Baer & Co
Switzerland
$369K -$41.3K -299 -10%
BRWA
664
B. Riley Wealth Advisors
Florida
$369K +$107K +773 +42%
WFG
665
Wills Financial Group
Virginia
$368K
PI
666
Pettee Investors
Connecticut
$367K
Acadian Asset Management
667
Acadian Asset Management
Massachusetts
$367K +$198K +1,431 +122%
AHC
668
Adell Harriman & Carpenter
Texas
$366K +$359K +2,600 New
TMAM
669
Tokio Marine Asset Management
Japan
$360K +$44.5K +322 +14%
MIM
670
MTM Investment Management
South Carolina
$359K +$352K +2,547 New
AG
671
Algert Global
California
$359K +$353K +2,552 New
CS
672
Cannell & Spears
New York
$357K
SS
673
Simplicity Solutions
Minnesota
$353K -$382K -2,767 -52%
GWM
674
Geneos Wealth Management
Colorado
$352K -$13.8K -100 -4%
SC
675
Sepio Capital
Utah
$352K +$346K +2,500 New

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.