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Digital Realty Trust

982 hedge funds and large institutions have $41.2B invested in Digital Realty Trust in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 407 increasing their positions, 317 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 58

28% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 317

7% more capital invested

Capital invested by funds: $38.6B → $41.2B (+$2.53B)

5% more funds holding

Funds holding: 933982 (+49)

0.45% less ownership

Funds ownership: 97.68%97.22% (-0.45%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

69% less call options, than puts

Call options by funds: $76.7M | Put options by funds: $246M

Holders
982
Holders Change
+49
Holders Change %
+5.25%
% of All Funds
17.09%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
115
Increased
407
Reduced
317
Closed
58
Calls
$76.7M
Puts
$246M
Net Calls
-$170M
Net Calls Change
-$199M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
726
Cerity Partners
New York
$331K -$149K -988 -31%
BCP
727
Blue Chip Partners
Michigan
$330K -$89.9K -595 -21%
GWM
728
Geneos Wealth Management
Colorado
$329K -$13.6K -90 -4%
MAM
729
Martingale Asset Management
Massachusetts
$328K
NB
730
NBT Bank
New York
$323K
MFS
731
Mirabella Financial Services
United Kingdom
$323K +$325K +2,149 New
GC
732
Grace Capital
Massachusetts
$319K +$14.5K +96 +5%
AA
733
Ancora Advisors
Ohio
$319K +$27.2K +180 +9%
VCG
734
Vantage Consulting Group
Virginia
$316K +$51.8K +343 +19%
HCA
735
Harbour Capital Advisors
Virginia
$314K -$93.6K -619 -23%
LSA
736
Leonteq Securities AG
Switzerland
$312K +$86.9K +575 +38%
WA
737
Wealth Alliance
New York
$311K +$19.5K +129 +7%
SAM
738
Silvercrest Asset Management
New York
$309K +$311K +2,055 New
TPWA
739
TRUE Private Wealth Advisors
Oregon
$306K
LDFR
740
Lehman & Derafelo Financial Resources
Pennsylvania
$305K
IWM
741
IHT Wealth Management
Illinois
$302K -$23.1K -153 -7%
PA
742
Procyon Advisors
Connecticut
$302K +$303K +2,005 New
AIM
743
Alhambra Investment Management
Florida
$301K
PAM
744
Peak Asset Management
Colorado
$301K
MFS
745
Madrona Financial Services
Washington
$300K -$1.51K -10 -0.5%
BCM
746
Bayesian Capital Management
New York
$299K +$300K +1,984 New
BP
747
Ballentine Partners
Massachusetts
$298K +$18.4K +122 +7%
LFAS
748
Level Four Advisory Services
Texas
$295K -$60.8K -402 -17%
CGL
749
Clarius Group LLC
Washington
$294K -$13.5K -89 -4%
FNC
750
First National Corp
Massachusetts
$292K +$86K +569 +25%

DLR Hedge Fund Activity: Q2 2021 in Review

982 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2021, worth a combined $41.2B — up 6.6% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new DLR positions and 58 closed out — a net gain of 57 holders — while 407 added to existing stakes and 317 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $144M. The largest seller was Cohen & Steers, cutting an estimated $168M.

  • 982 institutional investors held Digital Realty Trust (DLR) as of Q2 2021, up from 933 in Q1 2021.
  • Funds reported $41.2B of Digital Realty Trust stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 115 funds opened new Digital Realty Trust positions in Q2 2021 and 58 closed out, a net change of +57 holders.
  • The largest Digital Realty Trust buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $144M added.
  • The largest Digital Realty Trust seller in Q2 2021 was Cohen & Steers, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2021.