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Digital Realty Trust
DLR

Overview Fund Activity

762 hedge funds and large institutions have $27.3B invested in Digital Realty Trust in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 309 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+66
Holders Change %
+9.48%
% of All Funds
15.05%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
122
Increased
309
Reduced
214
Closed
41
Calls
$141M
Puts
$137M
Net Calls
+$3.26M
Net Calls Change
+$39.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$783M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$977M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$625M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$369M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$173M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$734M
2
State Street
2
State Street
Massachusetts
$1.66B
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
726
Concourse Financial Group Securities
Alabama
$7K +$7K +55 New
AA
727
Advisory Alpha
Michigan
$6.59K -$1.34K -11 -17%
BC
728
Barnett & Company
Tennessee
$6K +$4.5K +36 +300%
BWP
729
Baldwin Wealth Partners
Massachusetts
$6K +$6K +50 New
EI
730
Ellevest Inc
New York
$6K +$6K +50 New
SMFS
731
Squar Milner Financial Services
California
$6K +$6K +58 New
CHAM
732
Clear Harbor Asset Management
Connecticut
$5.63K +$5.63K +47 New
LFG
733
LifePlan Financial Group
Ohio
$5K – – –
AIC
734
Ameritas Investment Company
Nebraska
$5K – – –
FCA
735
FinTrust Capital Advisors
South Carolina
$5K +$5K +45 New
SFG
736
Sowa Financial Group
Rhode Island
$5K +$5K +45 New
IFAM
737
Institutional & Family Asset Management
Colorado
$4K -$39.4K -305 -91%
FIB
738
First Interstate Bank
Montana
$4K – – –
EWA
739
Evolution Wealth Advisors
Florida
$4K +$125 +1 +3%
TWA
740
TCI Wealth Advisors
Arizona
$4K +$1.18K +10 +42%
LGWM
741
Litman Gregory Wealth Management
California
$4K +$4K +33 New
TL
742
TrueWealth LLC
Georgia
$4K +$4K +36 New
ECM
743
EII Capital Management
New York
$3.82K – – –
PO
744
Private Ocean
California
$3K -$34.8K -232 -92%
LWA
745
Lowe Wealth Advisors
Maryland
$3K – – –
FEG
746
Financial Enhancement Group
Indiana
$3K – – –
BWM
747
Baystate Wealth Management
Massachusetts
$3K – – –
WTC
748
WhitTier Trust Company
Nevada
$2K -$18.1K -181 -90%
HR
749
Howe & Rusling
New York
$2K -$11.8K -100 -85%
LFG
750
Larson Financial Group
Missouri
$2K +$2K +19 New
28 29
30
31 32