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Digital Realty Trust

696 hedge funds and large institutions have $25B invested in Digital Realty Trust in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 282 increasing their positions, 225 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

25% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 225

1% more funds holding

Funds holding: 687696 (+9)

0.99% less ownership

Funds ownership: 102.79%101.79% (-0.99%)

2% less capital invested

Capital invested by funds: $25.4B → $25B (-$468M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

50% less call options, than puts

Call options by funds: $79.1M | Put options by funds: $158M

Holders
696
Holders Change
+9
Holders Change %
+1.31%
% of All Funds
15.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
65
Increased
282
Reduced
225
Closed
46
Calls
$79.1M
Puts
$158M
Net Calls
-$79.2M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
676
Concourse Financial Group Securities
Alabama
$6K
TA
677
TCG Advisors
Texas
$5K -$7.26K -61 -61%
LWM
678
Lenox Wealth Management
Ohio
$5K
LFG
679
LifePlan Financial Group
Ohio
$5K
CTC
680
Central Trust Company
Missouri
$5K +$4.64K +39 New
FIB
681
First Interstate Bank
Montana
$4K
EWA
682
Evolution Wealth Advisors
Florida
$4K +$3.69K +31 New
TCM
683
Tradewinds Capital Management
Washington
$4K +$3.93K +33 New
TWA
684
TCI Wealth Advisors
Arizona
$3K -$357 -3 -10%
FEG
685
Financial Enhancement Group
Indiana
$3K
LWA
686
Lowe Wealth Advisors
Maryland
$3K
PO
687
Private Ocean
California
$2K -$38.8K -326 -94%
BWM
688
Baystate Wealth Management
Massachusetts
$2K
HR
689
Howe & Rusling
New York
$2K
UB
690
UMB Bank
Missouri
$1.85K +$29.7K +249 +2%
AC
691
Avestar Capital
New York
$1K
SFSIG
692
San Francisco Sentry Investment Group
California
$1K
KCPG
693
Kavar Capital Partners Group
Kansas
$1K +$1.07K +9 New
FPFS
694
First Personal Financial Services
North Carolina
$1K +$1.19K +10 New
GT
695
Glenmede Trust
Pennsylvania
$115 -$9.17K -77 -7%
HRES
696
Heitman Real Estate Securities
Illinois
-$19.1M -160,097 Closed
LCM
697
LDR Capital Management
New York
-$8.36M -70,234 Closed
1832 Asset Management
698
1832 Asset Management
Ontario, Canada
-$7.68M -63,900 Closed
Capital Fund Management (CFM)
699
Capital Fund Management (CFM)
France
-$3.53M -29,659 Closed
PL
700
Perpetual Ltd
Australia
-$2.46M -20,520 Closed

DLR Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2019, worth a combined $25B — down 1.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DLR positions and 46 closed out — a net gain of 19 holders — while 282 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $224M. The largest seller was Cohen & Steers, cutting an estimated $657M.

  • 696 institutional investors held Digital Realty Trust (DLR) as of Q2 2019, up from 687 in Q1 2019.
  • Funds reported $25B of Digital Realty Trust stock for Q2 2019, down 1.8% quarter-over-quarter.
  • 65 funds opened new Digital Realty Trust positions in Q2 2019 and 46 closed out, a net change of +19 holders.
  • The largest Digital Realty Trust buyer in Q2 2019 was Bank of America, an estimated $224M added.
  • The largest Digital Realty Trust seller in Q2 2019 was Cohen & Steers, an estimated $657M sold.

Based on aggregated 13F filings for Q2 2019.