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Digital Realty Trust

697 hedge funds and large institutions have $27.9B invested in Digital Realty Trust in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

21% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 238

15% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 48

12% more capital invested

Capital invested by funds: $25B → $27.9B (+$2.92B)

1.28% more ownership

Funds ownership: 101.79%103.07% (+1.3%)

0% more funds holding

Funds holding: 696697 (+1)

29% less call options, than puts

Call options by funds: $88.3M | Put options by funds: $125M

Holders
697
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
15.29%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.35%
New
55
Increased
289
Reduced
238
Closed
48
Calls
$88.3M
Puts
$125M
Net Calls
-$36.2M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
676
Northwest Investment Counselors
Oregon
$5K +$5.11K +42 New
ECM
677
EII Capital Management
New York
$4.14K -$144K -1,183 -4%
EWA
678
Evolution Wealth Advisors
Florida
$4K
FEG
679
Financial Enhancement Group
Indiana
$4K
FIB
680
First Interstate Bank
Montana
$4K
LWA
681
Lowe Wealth Advisors
Maryland
$4K
PMFA
682
Plante Moran Financial Advisors
Michigan
$4K +$3.53K +29 New
AssetMark Inc
683
AssetMark Inc
California
$3K -$10.5K -86 -77%
TWA
684
TCI Wealth Advisors
Arizona
$3K -$365 -3 -11%
BWM
685
Baystate Wealth Management
Massachusetts
$3K +$122 +1 +5%
UB
686
UMB Bank
Missouri
$2.06K +$14.5K +119 +0.8%
BC
687
Barnett & Company
Tennessee
$2K +$1.46K +12 New
SIS
688
Sound Income Strategies
Florida
$1K -$5.47K -45 -83%
FPFS
689
First Personal Financial Services
North Carolina
$1K
SFSIG
690
San Francisco Sentry Investment Group
California
$1K
QAM
691
QCI Asset Management
New York
$1K +$852 +7 New
PWP
692
Personal Wealth Partners
Minnesota
$1K +$973 +8 New
GT
693
Glenmede Trust
Pennsylvania
$135 +$7.79K +64 +7%
SWP
694
Strategic Wealth Partners
Ohio
$2 +$2.68K +22 New
BC
695
Brookfield Corp
Ontario, Canada
-$111M -941,576 Closed
Citadel Advisors
696
Citadel Advisors
Florida
-$20.8M -171,244 Closed
American Century Companies
697
American Century Companies
Missouri
-$15.6M -132,676 Closed
NIPH
698
NN Investment Partners Holdings
Netherlands
-$5.59M -47,420 Closed
MSV
699
MN Services Vermogensbeheer
Netherlands
-$4.18M -35,514 Closed
Nomura Holdings
700
Nomura Holdings
Japan
-$3.57M -30,480 Closed

DLR Hedge Fund Activity: Q3 2019 in Review

697 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2019, worth a combined $27.9B — up 12% from $25B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DLR positions and 48 closed out — a net gain of 7 holders — while 289 added to existing stakes and 238 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Brookfield Corp, exiting entirely with an estimated $111M sold.

  • 697 institutional investors held Digital Realty Trust (DLR) as of Q3 2019, up from 696 in Q2 2019.
  • Funds reported $27.9B of Digital Realty Trust stock for Q3 2019, up 12% quarter-over-quarter.
  • 55 funds opened new Digital Realty Trust positions in Q3 2019 and 48 closed out, a net change of +7 holders.
  • The largest Digital Realty Trust buyer in Q3 2019 was Cohen & Steers, an estimated $168M added.
  • The largest Digital Realty Trust seller in Q3 2019 was Brookfield Corp, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2019.