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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
LIM
651
Loudon Investment Management
New Hampshire
$434K
IAP
652
Indie Asset Partners
Indiana
$432K -$83.8K -534 -15%
SW
653
StrongBox Wealth
Missouri
$430K +$467K +2,977 New
VF
654
Virtu Financial
New York
$429K -$1.15M -7,349 -71%
EWM
655
Evercore Wealth Management
New York
$428K +$784 +5 +0.2%
OFW
656
Omnia Family Wealth
Florida
$427K
CCA
657
Checchi Capital Advisers
California
$426K -$2.67K -17 -0.6%
SFI
658
Siemens Fonds Invest
Germany
$424K +$461K +2,936 New
SMF
659
Sterling Manor Financial
New York
$421K +$457K +2,912 New
BWA
660
BDO Wealth Advisors
Florida
$415K -$38.6K -246 -8%
BRWA
661
B. Riley Wealth Advisors
Florida
$414K -$12.2K -78 -3%
XT
662
XTX Topco
Cayman Islands
$413K -$1.57K -10 -0.3%
TMAM
663
Tokio Marine Asset Management
Japan
$410K +$49.9K +318 +13%
DWM
664
Dakota Wealth Management
Florida
$409K +$445K +2,837 New
DTL
665
Dynamic Technology Lab
Singapore
$408K -$73.3K -467 -14%
MAFM
666
Mid Atlantic Financial Management
Pennsylvania
$406K -$8.47K -54 -2%
ISWM
667
Independent Solutions Wealth Management
New York
$404K +$17.3K +110 +4%
E
668
Ergoteles
New York
$403K +$437K +2,787 New
LAIC
669
Lederer & Associates Investment Counsel
California
$399K +$37.8K +241 +10%
JIC
670
Johnson Investment Counsel
Ohio
$397K -$4.24K -27 -1%
FH
671
FWG Holdings
Florida
$396K +$46.9K +299 +12%
AC
672
Addison Capital
Pennsylvania
$394K
BSW
673
Buckingham Strategic Wealth
Missouri
$394K +$9.26K +59 +2%
AIP
674
Almanack Investment Partners
Pennsylvania
$393K +$55.5K +354 +15%
FFN
675
Focus Financial Network
Minnesota
$393K +$314 +2 +0.1%

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.