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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
MYLI
676
Meiji Yasuda Life Insurance
Japan
$392K -$78.4K -500 -16%
JCM
677
Jacobi Capital Management
Pennsylvania
$389K +$29.3K +187 +7%
GHAM
678
Gilman Hill Asset Management
Connecticut
$386K +$10.2K +65 +2%
SIM
679
Sentry Investment Management
Wisconsin
$379K -$60.1K -383 -13%
CA
680
Continuum Advisory
Idaho
$376K -$24.9K -159 -6%
PI
681
Pettee Investors
Connecticut
$376K
UC
682
Unio Capital
New Jersey
$375K +$11.5K +73 +3%
MIM
683
MTM Investment Management
South Carolina
$374K +$6.59K +42 +2%
NC
684
NovaPoint Capital
Georgia
$374K +$39.2K +250 +11%
ATC
685
Argent Trust Co
Tennessee
$370K +$46.6K +297 +13%
TW
686
TrinityPoint Wealth
Connecticut
$370K +$184K +1,174 +85%
MAM
687
Meeder Asset Management
Ohio
$366K +$30.6K +195 +8%
WFG
688
Wills Financial Group
Virginia
$365K -$5.8K -37 -1%
GKWIM
689
Gerber Kawasaki Wealth & Investment Management
California
$360K -$42.5K -271 -10%
TIA
690
Tiemann Investment Advisors
California
$360K +$15.7K +100 +4%
DAS
691
Dynamic Advisor Solutions
Arizona
$359K +$41.7K +266 +12%
AP
692
Appleton Partners
Massachusetts
$358K -$31.4K -200 -7%
OPWM
693
Oakwell Private Wealth Management
Texas
$354K -$682K -4,346 -64%
FC
694
FCA Corp
Texas
$354K
XF
695
XML Financial
Maryland
$354K +$384K +2,448 New
PAS
696
Park Avenue Securities
New York
$353K +$5.02K +32 +1%
IAN
697
Integrated Advisors Network
Texas
$352K -$6.12K -39 -2%
SAF
698
Smith Anglin Financial
Texas
$349K -$11.3K -72 -3%
IFG
699
Independent Financial Group
California
$348K +$21.5K +137 +6%
TAM
700
Townsend Asset Management
North Carolina
$347K +$85.8K +547 +29%

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.